Edge 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-200
| Closed | -$21K | – | 435 |
|
2014
Q3 | $21K | Hold |
200
| – | – | 0.01% | 254 |
|
2014
Q2 | $30K | Hold |
200
| – | – | 0.01% | 216 |
|
2014
Q1 | $28K | Hold |
200
| – | – | 0.01% | 213 |
|
2013
Q4 | $28K | Hold |
200
| – | – | 0.01% | 202 |
|
2013
Q3 | $28K | Hold |
200
| – | – | 0.02% | 178 |
|
2013
Q2 | $31K | Buy |
+200
| New | +$31K | 0.02% | 160 |
|