Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,010
| Closed | -$156K | – | 952 |
|
|
2021
Q1 | $156K | Buy |
2,010
+1,415
| +238% | +$110K | 0.01% | 1175 |
|
|
2020
Q4 | $41K | Buy |
595
+515
| +644% | +$35.5K | ﹤0.01% | 1469 |
|
|
2020
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 1982 |
|
|
2020
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 1947 |
|
|
2020
Q1 | $4K | Sell |
80
-110
| -58% | -$5.5K | ﹤0.01% | 1876 |
|
|
2019
Q4 | $10K | Buy |
190
+85
| +81% | +$4.47K | ﹤0.01% | 1677 |
|
|
2019
Q3 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 1750 |
|