TA
Tiedemann Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $627K | Sell |
8,412
-60
| -0.7% | -$4.47K | 0.03% | 151 |
|
|
2023
Q2 | $685K | Sell |
8,472
-480
| -5% | -$38.8K | 0.03% | 139 |
|
|
2023
Q1 | $689K | Sell |
8,952
-150
| -2% | -$11.5K | 0.03% | 133 |
|
|
2022
Q4 | $679K | Hold |
9,102
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $607K | Buy |
9,102
+480
| +6% | +$32K | 0.04% | 141 |
|
|
2022
Q2 | $603K | Sell |
8,622
-16,134
| -65% | -$1.13M | 0.05% | 145 |
|
|
2022
Q1 | $2.04M | Buy |
24,756
+32
| +0.1% | +$2.64K | 0.1% | 89 |
|
|
2021
Q4 | $1.78M | Buy |
+24,724
| New | +$1.78M | 0.09% | 96 |
|