MWM
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MinichMacGregor Wealth Management’s CrossAmerica Partners CAPL Stock Holding History

MinichMacGregor Wealth Management’s Portfolio CAPL Stock Details CAPL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$3.97K – 170
2022
Q4 		$3.97K Buy
+200
New +$3.97K ﹤0.01% 505