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Safe Harbor Fiduciary’s CrossAmerica Partners CAPL Stock Holding History

Safe Harbor Fiduciary’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$4.91K – 236
2025
Q1 		$4.91K Hold
200
– – 0.01% 164
2024
Q4 		$4.4K Buy
+200
New +$4.4K ﹤0.01% 146