SVB Wealth’s CrossAmerica Partners CAPL Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell
2025 Q1	$33K	Buy
2023 Q3	–	Sell
2023 Q2	$198K	Sell
2023 Q1	$239K	Sell
2022 Q4	$247K	Buy
2021 Q4	–	Sell
2021 Q3	$485K	Buy
2021 Q2	$423K	Buy
2021 Q1	$343K	Buy
2020 Q4	$177K	Buy