Resurgent Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,007
| Closed | -$79.6K | – | 248 |
|
2023
Q4 | $79.6K | Buy |
1,007
+7
| +0.7% | +$553 | 0.05% | 271 |
|
2023
Q3 | $74.4K | Sell |
1,000
-182
| -15% | -$13.5K | 0.05% | 267 |
|
2023
Q2 | $95.5K | Sell |
1,182
-73
| -6% | -$5.9K | 0.06% | 235 |
|
2023
Q1 | $96.6K | Sell |
1,255
-677
| -35% | -$52.1K | 0.06% | 233 |
|
2022
Q4 | $144K | Buy |
+1,932
| New | +$144K | 0.08% | 249 |
|