Axxcess Wealth Management’s Crescent Capital BDC CCAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Hold |
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|
2025
Q1 | $173K | Hold |
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|
2024
Q4 | $194K | Hold |
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|
2024
Q3 | $187K | Hold |
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|
2024
Q2 | $190K | Hold |
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|
2024
Q1 | $174K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $153K | Sell |
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|
2023
Q1 | $138K | Buy |
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|
2022
Q4 | $129K | Hold |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $180K | Hold |
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|
2021
Q4 | $178K | Buy |
|