NRW
Nova R Wealth’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
3,867
-401
| -9% | -$31.8K | 0.14% | 68 |
|
|
2025
Q1 | $300K | Buy |
4,268
+6
| +0.1% | +$421 | 0.15% | 63 |
|
|
2024
Q4 | $308K | Buy |
4,262
+5
| +0.1% | +$362 | 0.16% | 63 |
|
|
2024
Q3 | $364K | Buy |
4,257
+6
| +0.1% | +$513 | 0.18% | 61 |
|
|
2024
Q2 | $335K | Buy |
4,251
+6
| +0.1% | +$472 | 0.17% | 60 |
|
|
2024
Q1 | $374K | Buy |
4,245
+6
| +0.1% | +$529 | 0.2% | 59 |
|
|
2023
Q4 | $335K | Buy |
4,239
+408
| +11% | +$32.3K | 0.21% | 52 |
|
|
2023
Q3 | $285K | Buy |
3,831
+5
| +0.1% | +$372 | 0.2% | 52 |
|
|
2023
Q2 | $309K | Hold |
3,826
| – | – | 0.21% | 52 |
|
|
2023
Q1 | $294K | Buy |
3,826
+5
| +0.1% | +$385 | 0.2% | 59 |
|
|
2022
Q4 | $285K | Buy |
3,821
+6
| +0.2% | +$447 | 0.21% | 60 |
|
|
2022
Q3 | $255K | Buy |
3,815
+5
| +0.1% | +$334 | 0.21% | 59 |
|
|
2022
Q2 | $266K | Buy |
3,810
+6
| +0.2% | +$419 | 0.22% | 61 |
|
|
2022
Q1 | $314K | Buy |
3,804
+6
| +0.2% | +$495 | 0.27% | 53 |
|
|
2021
Q4 | $273K | Buy |
+3,798
| New | +$273K | 0.22% | 62 |
|