Avion Wealth’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 |
-6,169
| Closed | -$163K | – | 1291 |
|
|
2023
Q2 | $163K | Hold |
6,169
| – | – | 0.04% | 83 |
|
|
2023
Q1 | $161K | Buy |
6,169
+435
| +8% | +$11.4K | 0.04% | 75 |
|
|
2022
Q4 | $159K | Hold |
5,734
| – | – | 0.05% | 76 |
|
|
2022
Q3 | $159K | Hold |
5,734
| – | – | 0.05% | 76 |
|
|
2022
Q2 | $138K | Hold |
5,734
| – | – | 0.04% | 74 |
|
|
2022
Q1 | $172K | Buy |
+5,734
| New | +$172K | 0.05% | 63 |
|