Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,520
| Closed | -$216K | – | 655 |
|
|
2024
Q3 | $216K | Sell |
2,520
-346
| -12% | -$29.6K | 0.01% | 540 |
|
|
2024
Q2 | $226K | Sell |
2,866
-440
| -13% | -$34.7K | 0.01% | 511 |
|
|
2024
Q1 | $292K | Sell |
3,306
-50
| -1% | -$4.42K | 0.01% | 466 |
|
|
2023
Q4 | $266K | Buy |
+3,356
| New | +$266K | 0.01% | 476 |
|
|
2018
Q1 | – | Sell |
-5,565
| Closed | -$203K | – | 323 |
|
|
2017
Q4 | $203K | Buy |
+5,565
| New | +$203K | 0.02% | 307 |
|