AE Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,479
Closed -$410K 2098
2023
Q2
$410K Buy
15,479
+2,104
+16% +$55.7K ﹤0.01% 1475
2023
Q1
$333K Buy
+13,375
New +$333K ﹤0.01% 1500
2022
Q3
Sell
-28,179
Closed -$679K 1899
2022
Q2
$679K Buy
+28,179
New +$679K 0.01% 1045