Laurel Wealth Advisors (California)’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $902K | Sell |
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|
2022
Q3 | $833K | Sell |
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|
2022
Q2 | $872K | Sell |
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|
2022
Q1 | $1.26M | Hold |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $433K | Hold |
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|
2021
Q2 | $512K | Hold |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $460K | Hold |
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|
2020
Q3 | $404K | Hold |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $339K | Hold |
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|
2019
Q3 | $295K | Sell |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $275K | Sell |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $283K | Hold |
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|
2018
Q2 | $244K | Buy |
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|
2018
Q1 | $235K | Hold |
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|
2017
Q4 | $244K | Sell |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $215K | Buy |
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