Lee Financial’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
Q4 | – | Sell |
-2,848
| Closed | -$83.3K | – | 946 |
|
|
2023
Q3 | $83.3K | Buy |
2,848
+624
| +28% | +$18.3K | 0.02% | 173 |
|
|
2023
Q2 | $58.9K | Hold |
2,224
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $55.4K | Sell |
2,224
-109
| -5% | -$2.72K | 0.01% | 224 |
|
|
2022
Q4 | $61.1K | Hold |
2,333
| – | – | 0.01% | 237 |
|
|
2022
Q3 | $65K | Hold |
2,333
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $57K | Hold |
2,333
| – | – | 0.01% | 235 |
|
|
2022
Q1 | $70K | Buy |
2,333
+541
| +30% | +$16.2K | 0.01% | 216 |
|
|
2021
Q4 | $49K | Hold |
1,792
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $51K | Buy |
1,792
+903
| +102% | +$25.7K | 0.01% | 223 |
|
|
2021
Q2 | $26K | Hold |
889
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $25K | Hold |
889
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $17K | Hold |
889
| – | – | ﹤0.01% | 314 |
|
|
2020
Q3 | $11K | Hold |
889
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $11K | Buy |
889
+780
| +716% | +$9.65K | ﹤0.01% | 362 |
|
|
2020
Q1 | $0 | Hold |
109
| – | – | ﹤0.01% | 527 |
|
|
2019
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 453 |
|
|
2019
Q3 | $4K | Hold |
109
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $4K | Hold |
109
| – | – | ﹤0.01% | 451 |
|
|
2019
Q1 | $4K | Hold |
109
| – | – | ﹤0.01% | 437 |
|
|
2018
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 408 |
|
|
2018
Q3 | $4K | Hold |
109
| – | – | ﹤0.01% | 431 |
|
|
2018
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 707 |
|
|
2018
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 688 |
|
|
2017
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 445 |
|
|
2017
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 446 |
|
|
2017
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 455 |
|
|
2017
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 376 |
|
|
2016
Q4 | $3K | Buy |
+109
| New | +$3K | ﹤0.01% | 392 |
|