Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,639
| Closed | -$1.29M | – | 191 |
|
|
2022
Q1 | $1.29M | Sell |
15,639
-6
| -0% | -$495 | 0.53% | 59 |
|
|
2021
Q4 | $1.13M | Buy |
15,645
+1,860
| +13% | +$134K | 0.41% | 82 |
|
|
2021
Q3 | $897K | Buy |
13,785
+964
| +8% | +$62.7K | 0.46% | 68 |
|
|
2021
Q2 | $986K | Sell |
12,821
-2,964
| -19% | -$228K | 0.53% | 61 |
|
|
2021
Q1 | $1.2M | Buy |
15,785
+625
| +4% | +$47.4K | 0.72% | 49 |
|
|
2020
Q4 | $1.05M | Buy |
+15,160
| New | +$1.05M | 0.69% | 59 |
|