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Wetzel Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Wetzel Investment Advisors’s Portfolio CP Stock Details CP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-722
Closed -$63.7K – 265
2024
Q2 		$63.7K Hold
722
– – 0.04% 215
2024
Q1 		$60.6K Sell
722
-158
-18% -$13.3K 0.04% 229
2023
Q4 		$70K Buy
+880
New +$70K 0.04% 214