Tiller Private Wealth’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-140,011
| Closed | -$3.57M | – | 38 |
|
2017
Q2 | $3.57M | Sell |
140,011
-94,762
| -40% | -$2.42M | 2.81% | 17 |
|
2017
Q1 | $6.15M | Sell |
234,773
-6,160
| -3% | -$161K | 4.85% | 6 |
|
2016
Q4 | $6.07M | Sell |
240,933
-12,156
| -5% | -$306K | 4.75% | 6 |
|
2016
Q3 | $6.43M | Sell |
253,089
-7,115
| -3% | -$181K | 5.38% | 6 |
|
2016
Q2 | $6.38M | Sell |
260,204
-10,311
| -4% | -$253K | 5.34% | 8 |
|
2016
Q1 | $6.58M | Buy |
270,515
+1,671
| +0.6% | +$40.7K | 5.6% | 6 |
|
2015
Q4 | $6.97M | Buy |
+268,844
| New | +$6.97M | 6.65% | 3 |
|