Monetary Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$34K | – | 323 |
|
|
2015
Q3 | $34K | Hold |
1,200
| – | – | 0.02% | 254 |
|
|
2015
Q2 | $38K | Sell |
1,200
-500
| -29% | -$15.8K | 0.02% | 268 |
|
|
2015
Q1 | $62K | Hold |
1,700
| – | – | 0.03% | 240 |
|
|
2014
Q4 | $66K | Buy |
1,700
+200
| +13% | +$7.77K | 0.03% | 228 |
|
|
2014
Q3 | $62K | Hold |
1,500
| – | – | 0.03% | 240 |
|
|
2014
Q2 | $54K | Buy |
+1,500
| New | +$54K | 0.03% | 251 |
|