Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-470
| Closed | -$34K | – | 967 |
|
|
2021
Q4 | $34K | Hold |
470
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $31K | Hold |
470
| – | – | ﹤0.01% | 530 |
|
|
2021
Q2 | $36K | Hold |
470
| – | – | ﹤0.01% | 512 |
|
|
2021
Q1 | $36K | Buy |
470
+70
| +18% | +$5.36K | ﹤0.01% | 489 |
|
|
2020
Q4 | $28K | Hold |
400
| – | – | ﹤0.01% | 509 |
|
|
2020
Q3 | $24K | Hold |
400
| – | – | ﹤0.01% | 475 |
|
|
2020
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 489 |
|
|
2020
Q1 | $18K | Sell |
400
-820
| -67% | -$36.9K | ﹤0.01% | 480 |
|
|
2019
Q4 | $62K | Buy |
1,220
+470
| +63% | +$23.9K | 0.01% | 339 |
|
|
2019
Q3 | $17K | Hold |
750
| – | – | ﹤0.01% | 494 |
|
|
2019
Q2 | $17K | Hold |
750
| – | – | ﹤0.01% | 520 |
|
|
2019
Q1 | $17K | Hold |
750
| – | – | ﹤0.01% | 535 |
|
|
2018
Q4 | $17K | Hold |
750
| – | – | ﹤0.01% | 509 |
|
|
2018
Q3 | $17K | Hold |
750
| – | – | ﹤0.01% | 525 |
|
|
2018
Q2 | $17K | Hold |
750
| – | – | ﹤0.01% | 514 |
|
|
2018
Q1 | $17K | Hold |
750
| – | – | ﹤0.01% | 495 |
|
|
2017
Q4 | $17K | Hold |
750
| – | – | ﹤0.01% | 519 |
|
|
2017
Q3 | $17K | Hold |
750
| – | – | ﹤0.01% | 523 |
|
|
2017
Q2 | $17K | Hold |
750
| – | – | ﹤0.01% | 497 |
|
|
2017
Q1 | $17K | Hold |
750
| – | – | ﹤0.01% | 509 |
|
|
2016
Q4 | $17K | Hold |
750
| – | – | ﹤0.01% | 483 |
|
|
2016
Q3 | $17 | Hold |
750
| – | – | ﹤0.01% | 495 |
|
|
2016
Q2 | $17K | Hold |
750
| – | – | ﹤0.01% | 483 |
|
|
2016
Q1 | $17K | Buy |
+750
| New | +$17K | ﹤0.01% | 494 |
|