Strategic Wealth Partners’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 | $40.6K | Buy |
+512
| New | +$40.6K | ﹤0.01% | 532 |
|
|
2023
Q4 | – | Sell |
-4,334
| Closed | -$322K | – | 282 |
|
|
2023
Q3 | $322K | Sell |
4,334
-106
| -2% | -$7.89K | 0.04% | 236 |
|
|
2023
Q2 | $359K | Buy |
4,440
+27
| +0.6% | +$2.18K | 0.05% | 228 |
|
|
2023
Q1 | $340K | Buy |
4,413
+101
| +2% | +$7.77K | 0.05% | 205 |
|
|
2022
Q4 | $322K | Sell |
4,312
-28,614
| -87% | -$2.13M | 0.06% | 205 |
|
|
2022
Q3 | $2.2M | Sell |
32,926
-2,492
| -7% | -$166K | 0.47% | 69 |
|
|
2022
Q2 | $2.47M | Buy |
35,418
+585
| +2% | +$40.9K | 0.53% | 61 |
|
|
2022
Q1 | $2.88M | Buy |
34,833
+9,615
| +38% | +$794K | 0.56% | 54 |
|
|
2021
Q4 | $1.81M | Buy |
25,218
+4,727
| +23% | +$340K | 0.34% | 96 |
|
|
2021
Q3 | $1.33M | Buy |
20,491
+13,281
| +184% | +$864K | 0.39% | 73 |
|
|
2021
Q2 | $555K | Buy |
7,210
+220
| +3% | +$16.9K | 0.18% | 138 |
|
|
2021
Q1 | $530K | Buy |
+6,990
| New | +$530K | 0.21% | 117 |
|