Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.6K | Hold |
188
| – | – | ﹤0.01% | 452 |
|
|
2024
Q3 | $16.1K | Buy |
+188
| New | +$16.1K | ﹤0.01% | 446 |
|
|
2024
Q1 | – | Sell |
-527
| Closed | -$41.7K | – | 689 |
|
|
2023
Q4 | $41.7K | Hold |
527
| – | – | 0.01% | 305 |
|
|
2023
Q3 | $39.2K | Hold |
527
| – | – | 0.01% | 311 |
|
|
2023
Q2 | $42.6K | Hold |
527
| – | – | 0.01% | 310 |
|
|
2023
Q1 | $40.5K | Hold |
527
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $39.3K | Hold |
527
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $36K | Hold |
527
| – | – | 0.01% | 336 |
|
|
2022
Q2 | $37K | Buy |
+527
| New | +$37K | 0.01% | 324 |
|
|
2022
Q1 | – | Sell |
-527
| Closed | -$38K | – | 718 |
|
|
2021
Q4 | $38K | Buy |
+527
| New | +$38K | 0.01% | 324 |
|