GPS Wealth Strategies Group’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 |
-2,041
| Closed | -$59.7K | – | 1329 |
|
2023
Q3 | $59.7K | Buy |
2,041
+49
| +2% | +$1.43K | 0.01% | 445 |
|
2023
Q2 | $52.8K | Buy |
1,992
+54
| +3% | +$1.43K | 0.01% | 486 |
|
2023
Q1 | $48.3K | Buy |
+1,938
| New | +$48.3K | 0.01% | 488 |
|
2022
Q4 | – | Sell |
-1,050
| Closed | -$29K | – | 1156 |
|
2022
Q3 | $29K | Buy |
1,050
+26
| +3% | +$718 | 0.01% | 537 |
|
2022
Q2 | $25K | Buy |
+1,024
| New | +$25K | 0.01% | 577 |
|