Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-15,715
| Closed | -$699K | – | 316 |
|
|
2019
Q3 | $699K | Buy |
15,715
+385
| +3% | +$17.1K | 0.14% | 154 |
|
|
2019
Q2 | $721K | Sell |
15,330
-155
| -1% | -$7.29K | 0.15% | 157 |
|
|
2019
Q1 | $638K | Buy |
+15,485
| New | +$638K | 0.14% | 169 |
|
|
2014
Q4 | – | Sell |
-25,810
| Closed | -$1.07M | – | 251 |
|
|
2014
Q3 | $1.07M | Buy |
25,810
+1,420
| +6% | +$58.9K | 0.29% | 102 |
|
|
2014
Q2 | $884K | Buy |
+24,390
| New | +$884K | 0.24% | 132 |
|