KCM Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,013
| Closed | -$324K | – | 370 |
|
|
2023
Q2 | $324K | Buy |
+4,013
| New | +$324K | 0.01% | 313 |
|
|
2023
Q1 | – | Sell |
-4,635
| Closed | -$346K | – | 410 |
|
|
2022
Q4 | $346K | Hold |
4,635
| – | – | 0.01% | 313 |
|
|
2022
Q3 | $309K | Hold |
4,635
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $324K | Hold |
4,635
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $383K | Buy |
+4,635
| New | +$383K | 0.01% | 326 |
|