MBM Wealth Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,442
| Closed | -$111K | – | 139 |
|
|
2023
Q1 | $111K | Hold |
1,442
| – | – | 0.05% | 125 |
|
|
2022
Q4 | $108K | Hold |
1,442
| – | – | 0.05% | 126 |
|
|
2022
Q3 | $101K | Hold |
1,442
| – | – | 0.05% | 110 |
|
|
2022
Q2 | $101K | Sell |
1,442
-1,442
| -50% | -$101K | 0.05% | 105 |
|
|
2022
Q1 | $238K | Buy |
+2,884
| New | +$238K | 0.1% | 94 |
|