Jacobus Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $272K | Hold |
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|
2017
Q2 | $262K | Hold |
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|
2017
Q1 | $292K | Hold |
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|
2016
Q4 | $285K | Hold |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $225K | Hold |
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|
2016
Q1 | $130K | Hold |
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|
2015
Q4 | $232K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $168K | Sell |
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|
2015
Q1 | $437K | Hold |
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|
2014
Q4 | $589K | Sell |
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|
2014
Q3 | $1.07M | Sell |
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|
2014
Q2 | $1.57M | Buy |
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|
2014
Q1 | $1.14M | Buy |
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|
2013
Q4 | $982K | Buy |
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|
2013
Q3 | $419K | Hold |
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|
2013
Q2 | $487K | Buy |
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