Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,500
| Closed | -$64K | – | 342 |
|
|
2016
Q4 | $64K | Hold |
2,500
| – | – | 0.01% | 160 |
|
|
2016
Q3 | $53K | Sell |
2,500
-2,250
| -47% | -$47.7K | 0.01% | 168 |
|
|
2016
Q2 | $96K | Hold |
4,750
| – | – | 0.02% | 150 |
|
|
2016
Q1 | $55K | Hold |
4,750
| – | – | 0.01% | 170 |
|
|
2015
Q4 | $99K | Hold |
4,750
| – | – | 0.02% | 163 |
|
|
2015
Q3 | $108K | Buy |
4,750
+2,750
| +138% | +$62.5K | 0.02% | 148 |
|
|
2015
Q2 | $83K | Hold |
2,000
| – | – | 0.01% | 170 |
|
|
2015
Q1 | $120K | Hold |
2,000
| – | – | 0.02% | 148 |
|
|
2014
Q4 | $162K | Hold |
2,000
| – | – | 0.03% | 137 |
|
|
2014
Q3 | $211K | Sell |
2,000
-60
| -3% | -$6.33K | 0.04% | 123 |
|
|
2014
Q2 | $306K | Sell |
2,060
-1,950
| -49% | -$290K | 0.08% | 95 |
|
|
2014
Q1 | $555K | Hold |
4,010
| – | – | 0.13% | 74 |
|
|
2013
Q4 | $555K | Hold |
4,010
| – | – | 0.14% | 67 |
|
|
2013
Q3 | $552K | Hold |
4,010
| – | – | 0.15% | 63 |
|
|
2013
Q2 | $642K | Buy |
+4,010
| New | +$642K | 0.17% | 61 |
|