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Wealthspire Advisors (Maryland)’s Canadian Pacific Kansas City CP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,075
Closed -$86K – 791
2019
Q1 		$86K Sell
2,075
-100
-5% -$4.01K 0.01% 697
2018
Q4 		$77K Sell
2,175
-895
-29% -$35.8K 0.01% 696
2018
Q3 		$130K Sell
3,070
-920
-23% -$36.8K 0.01% 586
2018
Q2 		$146K Buy
3,990
+290
+8% +$10.7K 0.01% 564
2018
Q1 		$131K Buy
3,700
+1,050
+40% +$37.9K 0.01% 605
2017
Q4 		$97K Buy
2,650
+520
+24% +$18.1K 0.01% 724
2017
Q3 		$72K Sell
2,130
-310
-13% -$9.86K 0.01% 831
2017
Q2 		$78K Buy
2,440
+235
+11% +$7.29K 0.01% 791
2017
Q1 		$65K Buy
2,205
+205
+10% +$6.09K 0.01% 729
2016
Q4 		$57K Sell
2,000
-200
-9% -$5.91K 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% +$3.66K 0.01% 661
2015
Q4 		$52K Buy
+2,050
New +$57.6K 0.01% 703

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