QPWM
Quadrant Private Wealth Management’s CrossAmerica Partners CAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
165,991
+729
| +0.4% | +$15.3K | 0.72% | 35 |
|
|
2025
Q1 | $4.06M | Buy |
165,262
+719
| +0.4% | +$17.7K | 1.01% | 26 |
|
|
2024
Q4 | $3.62M | Buy |
164,543
+775
| +0.5% | +$17.1K | 0.89% | 25 |
|
|
2024
Q3 | $3.39M | Buy |
163,768
+1,023
| +0.6% | +$21.2K | 0.84% | 30 |
|
|
2024
Q2 | $3.23M | Buy |
162,745
+1,378
| +0.9% | +$27.4K | 0.74% | 34 |
|
|
2024
Q1 | $3.68M | Buy |
161,367
+3,226
| +2% | +$73.5K | 0.93% | 27 |
|
|
2023
Q4 | $3.61M | Buy |
158,141
+1,288
| +0.8% | +$29.4K | 1% | 24 |
|
|
2023
Q3 | $3.4M | Buy |
156,853
+1,280
| +0.8% | +$27.8K | 1.14% | 19 |
|
|
2023
Q2 | $3.06M | Buy |
155,573
+720
| +0.5% | +$14.2K | 0.89% | 30 |
|
|
2023
Q1 | $3.33M | Sell |
154,853
-835
| -0.5% | -$17.9K | 1.04% | 23 |
|
|
2022
Q4 | $3.09M | Buy |
+155,688
| New | +$3.09M | 1.04% | 25 |
|
|
2022
Q2 | $3.03M | Sell |
149,490
-4,042
| -3% | -$81.8K | 1.24% | 22 |
|
|
2022
Q1 | $3.35M | Buy |
153,532
+659
| +0.4% | +$14.4K | 1.25% | 20 |
|
|
2021
Q4 | $2.91M | Buy |
152,873
+2,618
| +2% | +$49.9K | 1.08% | 25 |
|
|
2021
Q3 | $2.99M | Buy |
150,255
+707
| +0.5% | +$14.1K | 1.23% | 23 |
|
|
2021
Q2 | $2.85M | Buy |
149,548
+8,338
| +6% | +$159K | 1.16% | 24 |
|
|
2021
Q1 | $2.62M | Buy |
141,210
+725
| +0.5% | +$13.5K | 1.14% | 24 |
|
|
2020
Q4 | $2.41M | Buy |
140,485
+1,348
| +1% | +$23.1K | 1.07% | 24 |
|
|
2020
Q3 | $2.07M | Sell |
139,137
-11,533
| -8% | -$171K | 1.04% | 27 |
|
|
2020
Q2 | $2.03M | Buy |
150,670
+2,692
| +2% | +$36.2K | 1.17% | 21 |
|
|
2020
Q1 | $1.19M | Buy |
147,978
+21,950
| +17% | +$177K | 1% | 22 |
|
|
2019
Q4 | $2.28M | Buy |
126,028
+46,106
| +58% | +$832K | 2.04% | 12 |
|
|
2019
Q3 | $1.36M | Sell |
79,922
-878
| -1% | -$15K | 1.25% | 23 |
|
|
2019
Q2 | $1.3M | Buy |
80,800
+2,128
| +3% | +$34.2K | 1.18% | 23 |
|
|
2019
Q1 | $1.44M | Buy |
78,672
+111
| +0.1% | +$2.03K | 1.32% | 23 |
|
|
2018
Q4 | $1.11M | Buy |
78,561
+988
| +1% | +$14K | 1.18% | 24 |
|
|
2018
Q3 | $1.4M | Buy |
77,573
+8,099
| +12% | +$147K | 1.24% | 18 |
|
|
2018
Q2 | $1.17M | Buy |
69,474
+5,996
| +9% | +$101K | 1.14% | 22 |
|
|
2018
Q1 | $1.31M | Buy |
63,478
+4,414
| +7% | +$90.7K | 1.71% | 15 |
|
|
2017
Q4 | $1.4M | Buy |
+59,064
| New | +$1.4M | 1.46% | 18 |
|