Carson Wealth (CWM LLC)’s CrossAmerica Partners CAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Hold |
2,500
| – | – | ﹤0.01% | 3245 |
|
|
2025
Q1 | $61K | Hold |
2,500
| – | – | ﹤0.01% | 2801 |
|
|
2024
Q4 | $55K | Hold |
2,500
| – | – | ﹤0.01% | 2724 |
|
|
2024
Q3 | $52K | Hold |
2,500
| – | – | ﹤0.01% | 2652 |
|
|
2024
Q2 | $50K | Hold |
2,500
| – | – | ﹤0.01% | 2471 |
|
|
2024
Q1 | $57K | Hold |
2,500
| – | – | ﹤0.01% | 2213 |
|
|
2023
Q4 | $57K | Hold |
2,500
| – | – | ﹤0.01% | 2084 |
|
|
2023
Q3 | $54K | Hold |
2,500
| – | – | ﹤0.01% | 2007 |
|
|
2023
Q2 | $49K | Hold |
2,500
| – | – | ﹤0.01% | 1994 |
|
|
2023
Q1 | $54K | Buy |
+2,500
| New | +$54K | ﹤0.01% | 1819 |
|