Portside Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,239
| Closed | -$524K | – | 425 |
|
|
2024
Q4 | $524K | Sell |
7,239
-446
| -6% | -$32.3K | 0.09% | 219 |
|
|
2024
Q3 | $657K | Buy |
7,685
+414
| +6% | +$35.4K | 0.11% | 190 |
|
|
2024
Q2 | $572K | Buy |
7,271
+2,399
| +49% | +$189K | 0.11% | 186 |
|
|
2024
Q1 | $430K | Buy |
4,872
+882
| +22% | +$77.8K | 0.08% | 234 |
|
|
2023
Q4 | $315K | Sell |
3,990
-2,091
| -34% | -$165K | 0.06% | 259 |
|
|
2023
Q3 | $451K | Buy |
6,081
+254
| +4% | +$18.8K | 0.08% | 207 |
|
|
2023
Q2 | $471K | Buy |
+5,827
| New | +$471K | 0.09% | 200 |
|