BDO Wealth Advisors’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
Q2 | $1.35K | Hold |
51
| – | – | ﹤0.01% | 881 |
|
2023
Q1 | $1.27K | Hold |
51
| – | – | ﹤0.01% | 941 |
|
2022
Q4 | $1.34K | Hold |
51
| – | – | ﹤0.01% | 892 |
|
2022
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 1011 |
|
2022
Q2 | $1K | Sell |
51
-1,400
| -96% | -$27.5K | ﹤0.01% | 1029 |
|
2022
Q1 | $43K | Hold |
1,451
| – | – | ﹤0.01% | 464 |
|
2021
Q4 | $40K | Hold |
1,451
| – | – | ﹤0.01% | 485 |
|
2021
Q3 | $41K | Buy |
+1,451
| New | +$41K | ﹤0.01% | 481 |
|
2021
Q2 | – | Sell |
-1,451
| Closed | -$41K | – | 482 |
|
2021
Q1 | $41K | Buy |
1,451
+751
| +107% | +$21.2K | ﹤0.01% | 485 |
|
2020
Q4 | $13K | Buy |
+700
| New | +$13K | ﹤0.01% | 530 |
|