Summit Wealth & Retirement Planning’s CrossAmerica Partners CAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-23,296	Closed	-$374K	–	120
2019 Q2	$374K	Sell	23,296 -8,403	-27%	-$135K	0.22%	95
2019 Q1	$579K	Hold	31,699	–	–	0.34%	72
2018 Q4	$449K	Buy	+31,699	New	+$449K	0.34%	66