Icon Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,085
| Closed | -$38K | – | 824 |
|
2019
Q1 | $38K | Buy |
+1,085
| New | +$38K | 0.01% | 417 |
|
2018
Q3 | – | Sell |
-1,078
| Closed | -$34K | – | 761 |
|
2018
Q2 | $34K | Buy |
+1,078
| New | +$34K | 0.01% | 470 |
|
2018
Q1 | – | Sell |
-1,051
| Closed | -$27K | – | 780 |
|
2017
Q4 | $27K | Buy |
+1,051
| New | +$27K | 0.01% | 548 |
|