Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,075
| Closed | -$86K | – | 790 |
|
|
2019
Q1 | $86K | Sell |
2,075
-100
| -5% | -$4.15K | 0.01% | 697 |
|
|
2018
Q4 | $77K | Sell |
2,175
-895
| -29% | -$31.7K | 0.01% | 695 |
|
|
2018
Q3 | $130K | Sell |
3,070
-920
| -23% | -$39K | 0.01% | 584 |
|
|
2018
Q2 | $146K | Buy |
3,990
+290
| +8% | +$10.6K | 0.01% | 563 |
|
|
2018
Q1 | $131K | Buy |
3,700
+1,050
| +40% | +$37.2K | 0.01% | 605 |
|
|
2017
Q4 | $97K | Buy |
2,650
+520
| +24% | +$19K | 0.01% | 724 |
|
|
2017
Q3 | $72K | Sell |
2,130
-310
| -13% | -$10.5K | 0.01% | 831 |
|
|
2017
Q2 | $78K | Buy |
2,440
+235
| +11% | +$7.51K | 0.01% | 791 |
|
|
2017
Q1 | $65K | Buy |
2,205
+205
| +10% | +$6.04K | 0.01% | 729 |
|
|
2016
Q4 | $57K | Sell |
2,000
-200
| -9% | -$5.7K | 0.01% | 733 |
|
|
2016
Q3 | $67K | Hold |
2,200
| – | – | 0.01% | 698 |
|
|
2016
Q2 | $57K | Hold |
2,200
| – | – | 0.01% | 704 |
|
|
2016
Q1 | $58K | Buy |
2,200
+150
| +7% | +$3.96K | 0.01% | 661 |
|
|
2015
Q4 | $52K | Buy |
+2,050
| New | +$52K | 0.01% | 703 |
|