TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8K | Hold |
160
| – | – | ﹤0.01% | 495 |
|
|
2020
Q1 | $7K | Sell |
160
-55
| -26% | -$2.41K | ﹤0.01% | 497 |
|
|
2019
Q4 | $11K | Hold |
215
| – | – | ﹤0.01% | 449 |
|
|
2019
Q3 | $10K | Hold |
215
| – | – | ﹤0.01% | 448 |
|
|
2019
Q2 | $10K | Hold |
215
| – | – | ﹤0.01% | 453 |
|
|
2019
Q1 | $9K | Hold |
215
| – | – | ﹤0.01% | 471 |
|
|
2018
Q4 | $8K | Hold |
215
| – | – | ﹤0.01% | 466 |
|
|
2018
Q3 | $9K | Hold |
215
| – | – | ﹤0.01% | 500 |
|
|
2018
Q2 | $8K | Hold |
215
| – | – | ﹤0.01% | 523 |
|
|
2018
Q1 | $8K | Buy |
215
+160
| +291% | +$5.95K | ﹤0.01% | 489 |
|
|
2017
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 795 |
|