Global Retirement Partners’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
2023
Q4
Sell
-1,110
Closed -$31.1K 3510
2023
Q3
$31.1K Buy
1,110
+27
+2% +$756 ﹤0.01% 1480
2023
Q2
$28.7K Buy
1,083
+28
+3% +$741 ﹤0.01% 1516
2023
Q1
$25.6K Buy
1,055
+1,049
+17,483% +$25.4K ﹤0.01% 1530
2022
Q4
$147 Buy
6
+1
+20% +$25 ﹤0.01% 2953
2022
Q3
$0 Hold
5
﹤0.01% 3060
2022
Q2
$0 Hold
5
﹤0.01% 2938
2022
Q1
$0 Buy
+5
New ﹤0.01% 2828
2019
Q2
Sell
-50
Closed -$2K 1734
2019
Q1
$2K Buy
+50
New +$2K ﹤0.01% 1418