Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-982
| Closed | -$78K | – | 540 |
|
|
2023
Q4 | $78K | Hold |
982
| – | – | 0.01% | 529 |
|
|
2023
Q3 | $73K | Buy |
982
+339
| +53% | +$25.2K | 0.01% | 516 |
|
|
2023
Q2 | $52K | Hold |
643
| – | – | 0.01% | 612 |
|
|
2023
Q1 | $49K | Buy |
643
+27
| +4% | +$2.06K | 0.01% | 607 |
|
|
2022
Q4 | $46K | Hold |
616
| – | – | 0.01% | 547 |
|
|
2022
Q3 | $41K | Hold |
616
| – | – | 0.01% | 555 |
|
|
2022
Q2 | $43K | Hold |
616
| – | – | 0.01% | 487 |
|
|
2022
Q1 | $51K | Buy |
616
+71
| +13% | +$5.88K | 0.01% | 512 |
|
|
2021
Q4 | $39K | Buy |
545
+10
| +2% | +$716 | ﹤0.01% | 590 |
|
|
2021
Q3 | $35K | Hold |
535
| – | – | 0.01% | 604 |
|
|
2021
Q2 | $41K | Buy |
+535
| New | +$41K | 0.01% | 577 |
|