Foresight Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,500	Closed	-$264K	–	112
2022 Q3	$264K	Sell	9,500 -134	-1%	-$3.58K	0.06%	86
2022 Q2	$232K	Buy	9,634 +191	+2%	+$5.49K	0.05%	90
2022 Q1	$283K	Sell	9,443 -606	-6%	-$17.8K	0.05%	84
2021 Q4	$277K	Buy	10,049 +115	+1%	+$3.21K	﹤0.01%	103
2021 Q3	$282K	Sell	9,934 -484	-5%	-$13.4K	0.06%	98
2021 Q2	$312K	Sell	10,418 -764	-7%	-$22.7K	0.07%	95
2021 Q1	$312K	Sell	11,182 -502	-4%	-$11.3K	0.08%	90
2020 Q4	$222K	Buy	11,684 +15	+0.1%	+$245	0.06%	105
2020 Q3	$145K	Sell	11,669 -149	-1%	-$2.01K	0.05%	90
2020 Q2	$155K	Buy	11,818 +501	+4%	+$5.72K	0.07%	94
2020 Q1	$48K	Sell	11,317 -286	-2%	-$6.19K	0.03%	93
2019 Q4	$358K	Sell	11,603 -643	-5%	-$21.2K	0.22%	62
2019 Q3	$447K	Sell	12,246 -152	-1%	-$5.51K	0.32%	56
2019 Q2	$443K	Buy	12,398 +174	+1%	+$6.23K	0.33%	61
2019 Q1	$430K	Sell	12,224 -441	-3%	-$14.3K	0.37%	59
2018 Q4	$353K	Buy	+12,665	New	+$415K	0.37%	64