Principal Securities’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
Q2 | $393K | Sell |
4,960
-2,804
| -36% | -$222K | 0.01% | 960 |
|
2025
Q1 | $562K | Hold |
7,764
| – | – | 0.01% | 730 |
|
2024
Q4 | $562K | Buy |
7,764
+610
| +9% | +$44.1K | 0.01% | 727 |
|
2024
Q3 | $612K | Buy |
7,154
+934
| +15% | +$79.9K | 0.01% | 691 |
|
2024
Q2 | $490K | Buy |
6,220
+316
| +5% | +$24.9K | 0.01% | 707 |
|
2024
Q1 | $521K | Buy |
5,904
+1,529
| +35% | +$135K | 0.02% | 650 |
|
2023
Q4 | $346K | Buy |
+4,375
| New | +$346K | 0.01% | 744 |
|