IFP Advisors’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
Q3 | – | Sell |
-84
| Closed | -$2.22K | – | 3608 |
|
|
2023
Q2 | $2.22K | Buy |
84
+42
| +100% | +$1.11K | ﹤0.01% | 2839 |
|
|
2023
Q1 | $1.43K | Sell |
42
-331
| -89% | -$11.3K | ﹤0.01% | 2995 |
|
|
2022
Q4 | $12K | Buy |
373
+42
| +13% | +$1.35K | ﹤0.01% | 3293 |
|
|
2022
Q3 | $11K | Hold |
331
| – | – | ﹤0.01% | 3610 |
|
|
2022
Q2 | $11K | Hold |
331
| – | – | ﹤0.01% | 3367 |
|
|
2022
Q1 | $11K | Buy |
+331
| New | +$11K | ﹤0.01% | 3367 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$7K | – | 3759 |
|
|
2019
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2238 |
|
|
2018
Q2 | – | Sell |
-733
| Closed | -$19K | – | 4067 |
|
|
2018
Q1 | $19K | Hold |
733
| – | – | ﹤0.01% | 2422 |
|
|
2017
Q4 | $19K | Sell |
733
-513
| -41% | -$13.3K | ﹤0.01% | 2420 |
|
|
2017
Q3 | $30K | Sell |
1,246
-173
| -12% | -$4.17K | ﹤0.01% | 2319 |
|
|
2017
Q2 | $33K | Sell |
1,419
-41
| -3% | -$953 | ﹤0.01% | 2242 |
|
|
2017
Q1 | $38K | Sell |
1,460
-42
| -3% | -$1.09K | ﹤0.01% | 2075 |
|
|
2016
Q4 | $38K | Buy |
1,502
+45
| +3% | +$1.14K | ﹤0.01% | 2028 |
|
|
2016
Q3 | $31K | Buy |
1,457
+1
| +0.1% | +$21 | ﹤0.01% | 2126 |
|
|
2016
Q2 | $29K | Buy |
+1,456
| New | +$29K | ﹤0.01% | 2107 |
|
|
2016
Q1 | – | Sell |
-1,095
| Closed | -$23K | – | 3595 |
|
|
2015
Q4 | $23K | Buy |
+1,095
| New | +$23K | ﹤0.01% | 2077 |
|