SFFS
Stonehage Fleming Financial Services’s Canadian Pacific Kansas City CP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-1,359
| Closed | -$228K | – | 235 |
|
2017
Q3 | $228K | Hold |
1,359
| – | – | 0.01% | 173 |
|
2017
Q2 | $219K | Hold |
1,359
| – | – | 0.01% | 175 |
|
2017
Q1 | $200K | Buy |
+1,359
| New | +$200K | 0.01% | 211 |
|
2016
Q3 | – | Sell |
-1,408
| Closed | -$181K | – | 321 |
|
2016
Q2 | $181K | Sell |
1,408
-546
| -28% | -$70.2K | 0.01% | 199 |
|
2016
Q1 | $259K | Buy |
+1,954
| New | +$259K | 0.02% | 160 |
|