Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$151K | 0.16% | 97 |
|
|
2023
Q3 | $492K | Buy |
6,617
+2,625
| +66% | +$195K | 0.13% | 108 |
|
|
2023
Q2 | $322K | Buy |
3,992
+60
| +2% | +$4.85K | 0.08% | 135 |
|
|
2023
Q1 | $303K | Buy |
3,932
+103
| +3% | +$7.93K | 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 | +$267K | 0.08% | 136 |
|