Capital Wealth Planning’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-19,675
| Closed | -$375K | – | 114 |
|
2021
Q2 | $375K | Sell |
19,675
-5,550
| -22% | -$106K | 0.01% | 83 |
|
2021
Q1 | $469K | Sell |
25,225
-200
| -0.8% | -$3.72K | 0.02% | 70 |
|
2020
Q4 | $486K | Sell |
25,425
-500
| -2% | -$9.56K | 0.02% | 64 |
|
2020
Q3 | $386K | Hold |
25,925
| – | – | 0.02% | 76 |
|
2020
Q2 | $349K | Buy |
25,925
+500
| +2% | +$6.73K | 0.02% | 80 |
|
2020
Q1 | $205K | Buy |
+25,425
| New | +$205K | 0.01% | 207 |
|
2019
Q4 | – | Sell |
-15,575
| Closed | -$276K | – | 198 |
|
2019
Q3 | $276K | Buy |
15,575
+500
| +3% | +$8.86K | 0.02% | 193 |
|
2019
Q2 | $242K | Buy |
+15,075
| New | +$242K | 0.02% | 206 |
|