WP
WealthSource Partners’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.51M | Buy |
31,724
+1,054
| +3% | +$83.3K | 0.16% | 100 |
|
|
2023
Q3 | $2.28M | Buy |
30,670
+660
| +2% | +$49.1K | 0.16% | 108 |
|
|
2023
Q2 | $2.42M | Buy |
30,010
+10,309
| +52% | +$833K | 0.16% | 98 |
|
|
2023
Q1 | $1.52M | Sell |
19,701
-72
| -0.4% | -$5.54K | 0.1% | 152 |
|
|
2022
Q4 | $1.47M | Buy |
19,773
+2,533
| +15% | +$189K | 0.1% | 149 |
|
|
2022
Q3 | $1.15M | Buy |
17,240
+4,244
| +33% | +$283K | 0.09% | 174 |
|
|
2022
Q2 | $908K | Sell |
12,996
-201
| -2% | -$14K | 0.07% | 202 |
|
|
2022
Q1 | $1.09M | Buy |
13,197
+387
| +3% | +$31.9K | 0.07% | 204 |
|
|
2021
Q4 | $922K | Buy |
12,810
+5,281
| +70% | +$380K | 0.07% | 196 |
|
|
2021
Q3 | $490K | Buy |
7,529
+921
| +14% | +$59.9K | 0.04% | 299 |
|
|
2021
Q2 | $508K | Buy |
+6,608
| New | +$508K | 0.05% | 267 |
|