CWS
CEQP

Confluence Wealth Services’s Crestwood Equity Partners LP CEQP Stock Holding History

Confluence Wealth Services’s Portfolio CEQP Stock Details CEQP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19,301
Closed -$503K – 282
2022
Q2 		$503K Sell
19,301
-164
-0.8% -$4.27K 0.22% 149
2022
Q1 		$582K Sell
19,465
-270
-1% -$8.07K 0.21% 126
2021
Q4 		$544K Buy
+19,735
New +$544K 0.18% 133