Schechter Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $266K | Sell |
3,792
-664
| -15% | -$46.6K | 0.02% | 494 |
|
|
2024
Q4 | $323K | Sell |
4,456
-581
| -12% | -$42.1K | 0.02% | 476 |
|
|
2024
Q3 | $431K | Sell |
5,037
-77
| -2% | -$6.59K | 0.03% | 427 |
|
|
2024
Q2 | $403K | Sell |
5,114
-211
| -4% | -$16.6K | 0.03% | 419 |
|
|
2024
Q1 | $470K | Buy |
5,325
+479
| +10% | +$42.3K | 0.04% | 389 |
|
|
2023
Q4 | $385K | Sell |
4,846
-2,299
| -32% | -$183K | 0.03% | 402 |
|
|
2023
Q3 | $533K | Buy |
7,145
+66
| +0.9% | +$4.93K | 0.05% | 325 |
|
|
2023
Q2 | $572K | Buy |
7,079
+43
| +0.6% | +$3.48K | 0.05% | 358 |
|
|
2023
Q1 | $541K | Buy |
7,036
+281
| +4% | +$21.6K | 0.05% | 391 |
|
|
2022
Q4 | $504K | Buy |
6,755
+1,326
| +24% | +$98.9K | 0.05% | 502 |
|
|
2022
Q3 | $362K | Buy |
5,429
+432
| +9% | +$28.8K | 0.04% | 622 |
|
|
2022
Q2 | $349K | Sell |
4,997
-958
| -16% | -$66.9K | 0.03% | 645 |
|
|
2022
Q1 | $492K | Buy |
5,955
+1,106
| +23% | +$91.4K | 0.05% | 530 |
|
|
2021
Q4 | $348K | Buy |
+4,849
| New | +$348K | 0.03% | 628 |
|