WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,281
| Closed | -$103K | – | 463 |
|
|
2023
Q2 | $103K | Buy |
+1,281
| New | +$103K | 0.01% | 393 |
|
|
2016
Q3 | $30.4K | Hold |
1,000
| – | – | 0.01% | 412 |
|
|
2016
Q2 | $25.8K | Buy |
+1,000
| New | +$25.8K | ﹤0.01% | 1262 |
|
|
2015
Q4 | $25.5K | Buy |
+1,000
| New | +$25.5K | ﹤0.01% | 828 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$37K | – | 440 |
|
|
2015
Q1 | $37K | Buy |
+1,000
| New | +$37K | 0.02% | 269 |
|