Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,500
| Closed | -$264K | – | 107 |
|
|
2022
Q3 | $264K | Sell |
9,500
-134
| -1% | -$3.72K | 0.06% | 83 |
|
|
2022
Q2 | $232K | Buy |
9,634
+191
| +2% | +$4.6K | 0.05% | 87 |
|
|
2022
Q1 | $283K | Sell |
9,443
-606
| -6% | -$18.2K | 0.05% | 81 |
|
|
2021
Q4 | $277K | Buy |
10,049
+115
| +1% | +$3.17K | ﹤0.01% | 96 |
|
|
2021
Q3 | $282K | Sell |
9,934
-484
| -5% | -$13.7K | 0.06% | 95 |
|
|
2021
Q2 | $312K | Sell |
10,418
-764
| -7% | -$22.9K | 0.07% | 93 |
|
|
2021
Q1 | $312K | Sell |
11,182
-502
| -4% | -$14K | 0.08% | 87 |
|
|
2020
Q4 | $222K | Buy |
11,684
+15
| +0.1% | +$285 | 0.06% | 101 |
|
|
2020
Q3 | $145K | Sell |
11,669
-149
| -1% | -$1.85K | 0.05% | 86 |
|
|
2020
Q2 | $155K | Buy |
11,818
+501
| +4% | +$6.57K | 0.07% | 89 |
|
|
2020
Q1 | $48K | Sell |
11,317
-286
| -2% | -$1.21K | 0.03% | 85 |
|
|
2019
Q4 | $358K | Sell |
11,603
-643
| -5% | -$19.8K | 0.22% | 59 |
|
|
2019
Q3 | $447K | Sell |
12,246
-152
| -1% | -$5.55K | 0.32% | 54 |
|
|
2019
Q2 | $443K | Buy |
12,398
+174
| +1% | +$6.22K | 0.33% | 59 |
|
|
2019
Q1 | $430K | Sell |
12,224
-441
| -3% | -$15.5K | 0.37% | 57 |
|
|
2018
Q4 | $353K | Buy |
+12,665
| New | +$353K | 0.37% | 62 |
|