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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$3.97K – 170
2022
Q4 		$3.97K Buy
+200
New +$3.95K ﹤0.01% 505

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RJFSA
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ACM
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QPWM
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MinichMacGregor Wealth Management's CAPL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of CrossAmerica Partners (CAPL) in Q1 2023, closing a stake of 200 shares — an estimated $3.97K sold.

MinichMacGregor Wealth Management first reported a position in CAPL in Q4 2022 and held it in 1 quarter. The position peaked at $3.97K in Q4 2022. 57 funds tracked by Wall St. Rank hold CAPL as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining CrossAmerica Partners position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 200 CrossAmerica Partners shares in Q1 2023, an estimated $3.97K.
  • MinichMacGregor Wealth Management first reported a position in CrossAmerica Partners in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's CrossAmerica Partners position peaked at $3.97K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.