Ullmann Wealth Partners Group’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $331K | Hold |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $352K | Hold |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $259K | Hold |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $355K | Hold |
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|
2019
Q1 | $311K | Hold |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $215K | Buy |
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