TCI 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
Q2 | – | Sell |
-344
| Closed | -$26.5K | – | 643 |
|
|
2023
Q1 | $26.5K | Hold |
344
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $25.7K | Hold |
344
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $23K | Hold |
344
| – | – | ﹤0.01% | 594 |
|
|
2022
Q2 | $24K | Hold |
344
| – | – | ﹤0.01% | 578 |
|
|
2022
Q1 | $29K | Sell |
344
-94
| -21% | -$7.92K | ﹤0.01% | 546 |
|
|
2021
Q4 | $32K | Buy |
438
+238
| +119% | +$17.4K | ﹤0.01% | 516 |
|
|
2021
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 894 |
|
|
2021
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 685 |
|
|
2021
Q1 | $15K | Hold |
200
| – | – | 0.01% | 632 |
|
|
2020
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 541 |
|
|
2020
Q1 | – | Sell |
-1,110
| Closed | -$57K | – | 1507 |
|
|
2019
Q4 | $57K | Buy |
+1,110
| New | +$57K | 0.02% | 347 |
|