Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,328
| Closed | -$28K | – | 1079 |
|
|
2016
Q3 | $28K | Hold |
1,328
| – | – | 0.01% | 531 |
|
|
2016
Q2 | $27K | Buy |
1,328
+1,000
| +305% | +$20.3K | 0.01% | 535 |
|
|
2016
Q1 | $4K | Hold |
328
| – | – | ﹤0.01% | 898 |
|
|
2015
Q4 | $7K | Hold |
328
| – | – | ﹤0.01% | 873 |
|
|
2015
Q3 | $7K | Buy |
328
+178
| +119% | +$3.8K | ﹤0.01% | 872 |
|
|
2015
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 932 |
|
|
2015
Q1 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 796 |
|