Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-391
| Closed | -$29K | – | 346 |
|
|
2021
Q3 | $29K | Buy |
+391
| New | +$29K | 0.01% | 544 |
|
|
2021
Q2 | – | Sell |
-95
| Closed | -$6K | – | 1080 |
|
|
2021
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 671 |
|
|
2020
Q4 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 666 |
|
|
2020
Q3 | – | Sell |
-145
| Closed | -$7K | – | 871 |
|
|
2020
Q2 | $7K | Hold |
145
| – | – | ﹤0.01% | 540 |
|
|
2020
Q1 | $6K | Sell |
145
-45
| -24% | -$1.86K | 0.01% | 532 |
|
|
2019
Q4 | $9K | Hold |
190
| – | – | 0.01% | 556 |
|
|
2019
Q3 | $8K | Sell |
190
-605
| -76% | -$25.5K | 0.01% | 553 |
|
|
2019
Q2 | $37K | Buy |
795
+590
| +288% | +$27.5K | 0.03% | 298 |
|
|
2019
Q1 | $8K | Buy |
205
+75
| +58% | +$2.93K | 0.01% | 467 |
|
|
2018
Q4 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 578 |
|