MWM
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Modern Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Modern Wealth Management’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$964K Sell
12,163
-68
-0.6% -$5.39K 0.02% 369
2025
Q1 		$859K Buy
+12,231
New +$859K 0.03% 327