Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$70K | – | 356 |
|
|
2022
Q2 | $70K | Sell |
1,000
-10,865
| -92% | -$761K | 0.04% | 361 |
|
|
2022
Q1 | $979K | Sell |
11,865
-144
| -1% | -$11.9K | 0.54% | 56 |
|
|
2021
Q4 | $864K | Buy |
12,009
+11,009
| +1,101% | +$792K | 0.39% | 66 |
|
|
2021
Q3 | $65K | Buy |
+1,000
| New | +$65K | 0.03% | 365 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$76K | – | 294 |
|
|
2021
Q1 | $76K | Buy |
+1,000
| New | +$76K | 0.04% | 274 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$51K | – | 186 |
|
|
2019
Q4 | $51K | Buy |
+1,000
| New | +$51K | 0.04% | 263 |
|