PPWM
PFG Private Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,090
| Closed | -$81.1K | – | 245 |
|
|
2023
Q3 | $81.1K | Buy |
+1,090
| New | +$81.1K | 0.06% | 71 |
|
|
2022
Q1 | – | Sell |
-1,363
| Closed | -$98K | – | 306 |
|
|
2021
Q4 | $98K | Buy |
1,363
+316
| +30% | +$22.7K | 0.05% | 120 |
|
|
2021
Q3 | $68K | Buy |
+1,047
| New | +$68K | 0.04% | 132 |
|