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Confluence Wealth Services’s Cracker Barrel CBRL Stock Holding History

Confluence Wealth Services’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-235
Closed -$30K – 380
2021
Q4 		$30K Buy
+235
New +$31.4K 0.01% 607

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Confluence Wealth Services's CBRL Position: Q1 2022 in Review

Confluence Wealth Services sold out of Cracker Barrel (CBRL) in Q1 2022, closing a stake of 235 shares — an estimated $30K sold.

Confluence Wealth Services first reported a position in CBRL in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 316 funds tracked by Wall St. Rank hold CBRL as of Q1 2022.

  • Confluence Wealth Services reported no remaining Cracker Barrel position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 235 Cracker Barrel shares in Q1 2022, an estimated $30K.
  • Confluence Wealth Services first reported a position in Cracker Barrel in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Cracker Barrel position peaked at $30K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.