SPWG
Sage Private Wealth Group’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-164
| Closed | -$11K | – | 71 |
|
|
2022
Q3 | $11K | Sell |
164
-207
| -56% | -$13.9K | 0.01% | 143 |
|
|
2022
Q2 | $26K | Hold |
371
| – | – | 0.04% | 103 |
|
|
2022
Q1 | $31K | Hold |
371
| – | – | 0.03% | 102 |
|
|
2021
Q4 | $26K | Buy |
+371
| New | +$26K | 0.03% | 108 |
|