SWS
SYSTM Wealth Solutions’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,175
| Closed | -$329K | – | 207 |
|
|
2024
Q2 | $329K | Sell |
4,175
-10,353
| -71% | -$815K | 0.07% | 165 |
|
|
2024
Q1 | $1.28M | Sell |
14,528
-1,104
| -7% | -$97.4K | 0.16% | 167 |
|
|
2023
Q4 | $1.24M | Sell |
15,632
-589
| -4% | -$46.6K | 0.17% | 167 |
|
|
2023
Q3 | $1.21M | Buy |
16,221
+3,096
| +24% | +$230K | 0.19% | 152 |
|
|
2023
Q2 | $1.06M | Buy |
13,125
+1,709
| +15% | +$138K | 0.14% | 190 |
|
|
2023
Q1 | $878K | Sell |
11,416
-69
| -0.6% | -$5.31K | 0.14% | 191 |
|
|
2022
Q4 | $857K | Buy |
+11,485
| New | +$857K | 0.11% | 239 |
|