Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,482
| Closed | -$114K | – | 221 |
|
|
2021
Q2 | $114K | Buy |
+1,482
| New | +$114K | 0.04% | 184 |
|
|
2019
Q2 | – | Sell |
-1,675
| Closed | -$69K | – | 186 |
|
|
2019
Q1 | $69K | Hold |
1,675
| – | – | 0.04% | 174 |
|
|
2018
Q4 | $59K | Hold |
1,675
| – | – | 0.04% | 183 |
|
|
2018
Q3 | $71K | Hold |
1,675
| – | – | 0.04% | 175 |
|
|
2018
Q2 | $61K | Sell |
1,675
-45
| -3% | -$1.64K | 0.04% | 201 |
|
|
2018
Q1 | $61K | Hold |
1,720
| – | – | 0.05% | 189 |
|
|
2017
Q4 | $63K | Buy |
+1,720
| New | +$63K | 0.05% | 188 |
|