TIA
Tiemann Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,023
| Closed | -$421K | – | 183 |
|
2022
Q2 | $421K | Hold |
6,023
| – | – | 0.22% | 98 |
|
2022
Q1 | $497K | Sell |
6,023
-2,753
| -31% | -$227K | 0.23% | 94 |
|
2021
Q4 | $631K | Buy |
8,776
+4,076
| +87% | +$293K | 0.27% | 84 |
|
2021
Q3 | $306K | Hold |
4,700
| – | – | 0.15% | 149 |
|
2021
Q2 | $361K | Buy |
4,700
+3,760
| +400% | +$289K | 0.17% | 137 |
|
2021
Q1 | $357K | Hold |
940
| – | – | 0.18% | 134 |
|
2020
Q4 | $326K | Hold |
940
| – | – | 0.17% | 130 |
|
2020
Q3 | $286K | Buy |
940
+65
| +7% | +$19.8K | 0.18% | 135 |
|
2020
Q2 | $223K | Hold |
875
| – | – | 0.15% | 156 |
|
2020
Q1 | $192K | Hold |
875
| – | – | 0.17% | 149 |
|
2019
Q4 | $223K | Hold |
875
| – | – | 0.15% | 165 |
|
2019
Q3 | $195K | Hold |
875
| – | – | 0.14% | 176 |
|
2019
Q2 | $206K | Buy |
+875
| New | +$206K | 0.15% | 180 |
|
2015
Q2 | – | Sell |
-1,175
| Closed | -$215K | – | 150 |
|
2015
Q1 | $215K | Buy |
+1,175
| New | +$215K | 0.22% | 140 |
|