Geneos 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
Q3 | – | Sell |
-109
| Closed | -$2K | – | 2690 |
|
|
2022
Q2 | $2K | Hold |
109
| – | – | ﹤0.01% | 2448 |
|
|
2022
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 2508 |
|
|
2021
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 2552 |
|
|
2021
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 2616 |
|
|
2021
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 2620 |
|
|
2021
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 2845 |
|
|
2020
Q4 | $2K | Hold |
109
| – | – | ﹤0.01% | 2745 |
|
|
2020
Q3 | $1K | Sell |
109
-54
| -33% | -$495 | ﹤0.01% | 2598 |
|
|
2020
Q2 | $2K | Sell |
163
-500
| -75% | -$6.14K | ﹤0.01% | 2404 |
|
|
2020
Q1 | $2K | Buy |
663
+500
| +307% | +$1.51K | ﹤0.01% | 2317 |
|
|
2019
Q4 | $5K | Hold |
163
| – | – | ﹤0.01% | 2208 |
|
|
2019
Q3 | $5K | Sell |
163
-250
| -61% | -$7.67K | ﹤0.01% | 2127 |
|
|
2019
Q2 | $14K | Buy |
413
+211
| +104% | +$7.15K | ﹤0.01% | 1798 |
|
|
2019
Q1 | $7K | Hold |
202
| – | – | ﹤0.01% | 1968 |
|
|
2018
Q4 | $5K | Hold |
202
| – | – | ﹤0.01% | 2012 |
|
|
2018
Q3 | $7K | Hold |
202
| – | – | ﹤0.01% | 1994 |
|
|
2018
Q2 | $6K | Hold |
202
| – | – | ﹤0.01% | 1894 |
|
|
2018
Q1 | $5K | Hold |
202
| – | – | ﹤0.01% | 1876 |
|
|
2017
Q4 | $5K | Hold |
202
| – | – | ﹤0.01% | 1843 |
|
|
2017
Q3 | $4K | Hold |
202
| – | – | ﹤0.01% | 1856 |
|
|
2017
Q2 | $4K | Hold |
202
| – | – | ﹤0.01% | 1818 |
|
|
2017
Q1 | $5K | Hold |
202
| – | – | ﹤0.01% | 1704 |
|
|
2016
Q4 | $5K | Hold |
202
| – | – | ﹤0.01% | 1661 |
|
|
2016
Q3 | $4K | Hold |
202
| – | – | ﹤0.01% | 1659 |
|
|
2016
Q2 | $4K | Sell |
202
-21
| -9% | -$416 | ﹤0.01% | 1594 |
|
|
2016
Q1 | $2K | Buy |
+223
| New | +$2K | ﹤0.01% | 1699 |
|