Patriot Financial Group Insurance Agency’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
Q4 | – | Sell |
-1,000
| Closed | -$65K | – | 2160 |
|
|
2021
Q3 | $65K | Hold |
1,000
| – | – | 0.01% | 775 |
|
|
2021
Q2 | $77K | Hold |
1,000
| – | – | 0.01% | 702 |
|
|
2021
Q1 | $76K | Hold |
1,000
| – | – | 0.02% | 638 |
|
|
2020
Q4 | $69K | Buy |
+1,000
| New | +$69K | 0.02% | 589 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1262 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1038 |
|