SFP
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Sweet Financial Partners’s Canadian Pacific Kansas City CP Stock Holding History

Sweet Financial Partners’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$729K Hold
8,527
– – 0.16% 102
2024
Q2 		$671K Hold
8,527
– – 0.15% 100
2024
Q1 		$752K Hold
8,527
– – 0.17% 92
2023
Q4 		$674K Buy
8,527
+1,910
+29% +$140K 0.16% 97
2023
Q3 		$492K Buy
6,617
+2,625
+66% +$208K 0.13% 108
2023
Q2 		$322K Buy
3,992
+60
+2% +$4.74K 0.08% 137
2023
Q1 		$303K Buy
3,932
+103
+3% +$7.95K 0.08% 139
2022
Q4 		$286K Hold
3,829
– – 0.08% 141
2022
Q3 		$255K Hold
3,829
– – 0.08% 142
2022
Q2 		$267K Buy
+3,829
New +$277K 0.08% 136

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