Welch Capital Partners’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-53,583
| Closed | -$1.1M | – | 34 |
|
|
2018
Q1 | $1.1M | Sell |
53,583
-31,945
| -37% | -$657K | 0.38% | 31 |
|
|
2017
Q4 | $2.03M | Sell |
85,528
-14,343
| -14% | -$341K | 0.72% | 35 |
|
|
2017
Q3 | $2.72M | Hold |
99,871
| – | – | 0.92% | 38 |
|
|
2017
Q2 | $2.55M | Buy |
99,871
+40,246
| +67% | +$1.03M | 0.84% | 37 |
|
|
2017
Q1 | $1.56M | Sell |
59,625
-49,547
| -45% | -$1.3M | 0.52% | 36 |
|
|
2016
Q4 | $2.75M | Sell |
109,172
-13,025
| -11% | -$328K | 0.93% | 35 |
|
|
2016
Q3 | $3.1M | Buy |
+122,197
| New | +$3.1M | 1.01% | 36 |
|