SVB Wealth’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,345
| Closed | -$33K | – | 707 |
|
|
2025
Q1 | $33K | Buy |
+1,345
| New | +$33K | ﹤0.01% | 636 |
|
|
2023
Q3 | – | Sell |
-10,040
| Closed | -$198K | – | 877 |
|
|
2023
Q2 | $198K | Sell |
10,040
-1,090
| -10% | -$21.5K | ﹤0.01% | 827 |
|
|
2023
Q1 | $239K | Sell |
11,130
-1,340
| -11% | -$28.8K | ﹤0.01% | 817 |
|
|
2022
Q4 | $247K | Buy |
+12,470
| New | +$247K | ﹤0.01% | 824 |
|
|
2021
Q4 | – | Sell |
-24,408
| Closed | -$485K | – | 837 |
|
|
2021
Q3 | $485K | Buy |
24,408
+2,167
| +10% | +$43.1K | 0.01% | 607 |
|
|
2021
Q2 | $423K | Buy |
22,241
+3,813
| +21% | +$72.5K | 0.01% | 636 |
|
|
2021
Q1 | $343K | Buy |
18,428
+8,138
| +79% | +$151K | ﹤0.01% | 633 |
|
|
2020
Q4 | $177K | Buy |
+10,290
| New | +$177K | ﹤0.01% | 758 |
|