Schechter Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $403K | Sell |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $348K | Buy |
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