Laird Norton Wetherby Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-43,300
| Closed | -$483K | – | 975 |
|
|
2022
Q1 | $483K | Buy |
43,300
+300
| +0.7% | +$3.35K | 0.03% | 533 |
|
|
2021
Q4 | $423K | Sell |
43,000
-2,000
| -4% | -$19.7K | 0.02% | 578 |
|
|
2021
Q3 | $450K | Buy |
45,000
+5,000
| +13% | +$50K | 0.03% | 533 |
|
|
2021
Q2 | $375K | Buy |
+40,000
| New | +$375K | 0.02% | 620 |
|
|
2021
Q1 | – | Sell |
-30,000
| Closed | -$224K | – | 893 |
|
|
2020
Q4 | $224K | Buy |
+30,000
| New | +$224K | 0.02% | 768 |
|