EverSource Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.3K | Hold |
3,648
| – | – | ﹤0.01% | 1349 |
|
|
2025
Q1 | $89.6K | Sell |
3,648
-83
| -2% | -$2.04K | ﹤0.01% | 952 |
|
|
2024
Q4 | $82.1K | Buy |
3,731
+1,200
| +47% | +$26.4K | ﹤0.01% | 970 |
|
|
2024
Q3 | $52.4K | Hold |
2,531
| – | – | ﹤0.01% | 1050 |
|
|
2024
Q2 | $51.4K | Buy |
2,531
+2,000
| +377% | +$40.6K | ﹤0.01% | 1076 |
|
|
2024
Q1 | $12.2K | Hold |
531
| – | – | ﹤0.01% | 1590 |
|
|
2023
Q4 | $12.1K | Hold |
531
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q3 | $11.5K | Hold |
531
| – | – | ﹤0.01% | 1365 |
|
|
2023
Q2 | $10.5K | Hold |
531
| – | – | ﹤0.01% | 1418 |
|
|
2023
Q1 | $11.4K | Hold |
531
| – | – | ﹤0.01% | 1300 |
|
|
2022
Q4 | $10.5K | Buy |
+531
| New | +$10.5K | ﹤0.01% | 1316 |
|