VWA
V Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $256K | Sell |
3,440
-17,031
| -83% | -$1.27M | 0.21% | 92 |
|
|
2023
Q2 | $1.65M | Sell |
20,471
-924
| -4% | -$74.6K | 0.28% | 74 |
|
|
2023
Q1 | $1.65M | Sell |
21,395
-410
| -2% | -$31.5K | 0.31% | 75 |
|
|
2022
Q4 | $1.63M | Sell |
21,805
-346
| -2% | -$25.8K | 0.34% | 66 |
|
|
2022
Q3 | $1.48M | Sell |
22,151
-999
| -4% | -$66.7K | 0.3% | 77 |
|
|
2022
Q2 | $1.62M | Buy |
23,150
+2,902
| +14% | +$203K | 0.3% | 79 |
|
|
2022
Q1 | $1.67M | Buy |
20,248
+1,923
| +10% | +$159K | 0.27% | 87 |
|
|
2021
Q4 | $1.32M | Buy |
18,325
+6,442
| +54% | +$463K | 0.19% | 125 |
|
|
2021
Q3 | $773K | Buy |
11,883
+754
| +7% | +$49K | 0.12% | 181 |
|
|
2021
Q2 | $855K | Buy |
11,129
+8,862
| +391% | +$681K | 0.14% | 176 |
|
|
2021
Q1 | $860K | Buy |
2,267
+263
| +13% | +$99.8K | 0.16% | 158 |
|
|
2020
Q4 | $695K | Buy |
+2,004
| New | +$695K | 0.14% | 170 |
|