Rehmann Capital Advisory 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
Q2 | $215K | Buy |
+2,716
| New | +$215K | 0.01% | 563 |
|
2025
Q1 | – | Sell |
-3,207
| Closed | -$232K | – | 606 |
|
2024
Q4 | $232K | Buy |
3,207
+893
| +39% | +$64.6K | 0.01% | 541 |
|
2024
Q3 | $205K | Buy |
+2,314
| New | +$205K | 0.01% | 566 |
|
2019
Q1 | – | Sell |
-590
| Closed | -$21K | – | 2097 |
|
2018
Q4 | $21K | Buy |
+590
| New | +$21K | ﹤0.01% | 853 |
|
2018
Q2 | – | Sell |
-330
| Closed | -$12K | – | 2135 |
|
2018
Q1 | $12K | Buy |
+330
| New | +$12K | ﹤0.01% | 1236 |
|