OWA
Opal Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
1,573
-56
| -3% | -$4.44K | 0.03% | 246 |
|
|
2025
Q1 | $114K | Buy |
+1,629
| New | +$114K | 0.04% | 257 |
|
|
2024
Q3 | – | Sell |
-2,165
| Closed | -$170K | – | 398 |
|
|
2024
Q2 | $170K | Sell |
2,165
-413
| -16% | -$32.5K | 0.05% | 201 |
|
|
2024
Q1 | $227K | Sell |
2,578
-1,097
| -30% | -$96.7K | 0.08% | 157 |
|
|
2023
Q4 | $291K | Sell |
3,675
-53
| -1% | -$4.19K | 0.11% | 135 |
|
|
2023
Q3 | $277K | Buy |
3,728
+460
| +14% | +$34.2K | 0.16% | 109 |
|
|
2023
Q2 | $264K | Buy |
3,268
+86
| +3% | +$6.95K | 0.13% | 116 |
|
|
2023
Q1 | $245K | Sell |
3,182
-735
| -19% | -$56.6K | 0.14% | 91 |
|
|
2022
Q4 | $292K | Buy |
3,917
+233
| +6% | +$17.4K | 0.16% | 84 |
|
|
2022
Q3 | $246K | Buy |
3,684
+16
| +0.4% | +$1.07K | 0.18% | 81 |
|
|
2022
Q2 | $256K | Sell |
3,668
-792
| -18% | -$55.3K | 0.17% | 81 |
|
|
2022
Q1 | $368K | Buy |
4,460
+1,099
| +33% | +$90.7K | 0.32% | 50 |
|
|
2021
Q4 | $242K | Buy |
+3,361
| New | +$242K | 0.15% | 100 |
|