Summit Securities Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 766 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 723 |
|
|
2015
Q2 | – | Sell |
-1,095
| Closed | -$40K | – | 477 |
|
|
2015
Q1 | $40K | Buy |
+1,095
| New | +$40K | 0.03% | 172 |
|
|
2014
Q1 | – | Sell |
-3,950
| Closed | -$120K | – | 362 |
|
|
2013
Q4 | $120K | Buy |
+3,950
| New | +$120K | 0.02% | 210 |
|