Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $226K | Buy |
3,116
+11
| +0.4% | +$798 | 0.01% | 190 |
|
|
2024
Q3 | $266K | Sell |
3,105
-317
| -9% | -$27.2K | 0.01% | 187 |
|
|
2024
Q2 | $270K | Hold |
3,422
| – | – | 0.01% | 182 |
|
|
2024
Q1 | $302K | Sell |
3,422
-28
| -0.8% | -$2.47K | 0.01% | 165 |
|
|
2023
Q4 | $273K | Buy |
3,450
+123
| +4% | +$9.74K | 0.01% | 163 |
|
|
2023
Q3 | $248K | Hold |
3,327
| – | – | 0.01% | 164 |
|
|
2023
Q2 | $269K | Hold |
3,327
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $256K | Hold |
3,327
| – | – | 0.01% | 170 |
|
|
2022
Q4 | $249K | Buy |
+3,327
| New | +$249K | 0.01% | 181 |
|