Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-315
| Closed | -$11K | – | 268 |
|
|
2014
Q2 | $11K | Hold |
315
| – | – | ﹤0.01% | 666 |
|
|
2014
Q1 | $9K | Hold |
315
| – | – | ﹤0.01% | 667 |
|
|
2013
Q4 | $10K | Hold |
315
| – | – | ﹤0.01% | 634 |
|
|
2013
Q3 | $8K | Buy |
315
+190
| +152% | +$4.83K | ﹤0.01% | 684 |
|
|
2013
Q2 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 814 |
|