Spire 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.2K | Sell |
381
-183
| -32% | -$14.5K | ﹤0.01% | 1381 |
|
2025
Q1 | $39.6K | Sell |
564
-39
| -6% | -$2.74K | ﹤0.01% | 1366 |
|
2024
Q4 | $43.6K | Buy |
+603
| New | +$43.6K | ﹤0.01% | 1326 |
|
2023
Q3 | – | Sell |
-100
| Closed | -$8.08K | – | 2375 |
|
2023
Q2 | $8.08K | Sell |
100
-472
| -83% | -$38.1K | ﹤0.01% | 1878 |
|
2023
Q1 | $44K | Buy |
572
+29
| +5% | +$2.23K | ﹤0.01% | 1253 |
|
2022
Q4 | $41K | Buy |
543
+66
| +14% | +$4.98K | ﹤0.01% | 1054 |
|
2022
Q3 | $32K | Sell |
477
-100
| -17% | -$6.71K | ﹤0.01% | 1115 |
|
2022
Q2 | $40K | Sell |
577
-105
| -15% | -$7.28K | ﹤0.01% | 1376 |
|
2022
Q1 | $56K | Sell |
682
-9,255
| -93% | -$760K | ﹤0.01% | 1406 |
|
2021
Q4 | $715K | Buy |
9,937
+9,542
| +2,416% | +$687K | 0.02% | 585 |
|
2021
Q3 | $26K | Hold |
395
| – | – | ﹤0.01% | 1739 |
|
2021
Q2 | $30K | Sell |
395
-520
| -57% | -$39.5K | ﹤0.01% | 1696 |
|
2021
Q1 | $61K | Buy |
+915
| New | +$61K | ﹤0.01% | 1622 |
|