Sutton Wealth Advisors’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
Q3 | $11.3K | Sell |
152
-23
| -13% | -$1.71K | 0.01% | 446 |
|
|
2023
Q2 | $14.1K | Sell |
175
-6
| -3% | -$485 | 0.01% | 401 |
|
|
2023
Q1 | $13.9K | Sell |
181
-11
| -6% | -$846 | 0.01% | 360 |
|
|
2022
Q4 | $14.3K | Hold |
192
| – | – | 0.01% | 825 |
|
|
2022
Q3 | $12.8K | Hold |
192
| – | – | 0.01% | 817 |
|
|
2022
Q2 | $13.4K | Sell |
192
-11
| -5% | -$768 | 0.01% | 807 |
|
|
2022
Q1 | $16.8K | Sell |
203
-2
| -1% | -$165 | 0.01% | 770 |
|
|
2021
Q4 | $14.7K | Buy |
+205
| New | +$14.7K | ﹤0.01% | 808 |
|