KWM
Kolinsky Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $317K | Sell |
4,386
-546
| -11% | -$39.5K | 0.19% | 109 |
|
|
2024
Q3 | $422K | Buy |
4,932
+184
| +4% | +$15.7K | 0.27% | 80 |
|
|
2024
Q2 | $374K | Buy |
+4,748
| New | +$374K | 0.27% | 82 |
|
|
2023
Q3 | – | Sell |
-3,136
| Closed | -$249K | – | 134 |
|
|
2023
Q2 | $249K | Buy |
3,136
+5
| +0.2% | +$397 | 0.24% | 105 |
|
|
2023
Q1 | $241K | Sell |
3,131
-278
| -8% | -$21.4K | 0.26% | 105 |
|
|
2022
Q4 | $254K | Sell |
3,409
-25
| -0.7% | -$1.86K | 0.29% | 95 |
|
|
2022
Q3 | $229K | Sell |
3,434
-103
| -3% | -$6.87K | 0.29% | 97 |
|
|
2022
Q2 | $247K | Buy |
3,537
+14
| +0.4% | +$978 | 0.29% | 92 |
|
|
2022
Q1 | $291K | Sell |
3,523
-105
| -3% | -$8.67K | 0.29% | 86 |
|
|
2021
Q4 | $261K | Buy |
+3,628
| New | +$261K | 0.24% | 112 |
|