Legacy Financial Strategies’s Crestwood Equity Partners LP CEQP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,300	Closed	-$299K	–	83
2023 Q2	$299K	Hold	11,300	–	–	0.1%	60
2023 Q1	$282K	Hold	11,300	–	–	0.1%	59
2022 Q4	$296K	Sell	11,300 -1,200	-10%	-$31.4K	0.12%	57
2022 Q3	$347K	Hold	12,500	–	–	0.16%	53
2022 Q2	$301K	Hold	12,500	–	–	0.15%	54
2022 Q1	$374K	Hold	12,500	–	–	0.16%	53
2021 Q4	$345K	Hold	12,500	–	–	0.15%	52
2021 Q3	$355K	Hold	12,500	–	–	0.17%	52
2021 Q2	$375K	Hold	12,500	–	–	0.18%	52
2021 Q1	$349K	Hold	12,500	–	–	0.18%	52
2020 Q4	$237K	Hold	12,500	–	–	0.12%	61
2020 Q3	$156K	Hold	12,500	–	–	0.09%	60
2020 Q2	$164K	Buy	12,500 +500	+4%	+$6.56K	0.13%	57
2020 Q1	$51K	Hold	12,000	–	–	0.05%	55
2019 Q4	$370K	Hold	12,000	–	–	0.3%	55
2019 Q3	$418K	Hold	12,000	–	–	0.37%	47
2019 Q2	$441K	Hold	12,000	–	–	0.41%	44
2019 Q1	$422K	Hold	12,000	–	–	0.36%	45
2018 Q4	$335K	Hold	12,000	–	–	0.33%	46
2018 Q3	$382K	Sell	12,000 -2,000	-14%	-$63.7K	0.39%	41
2018 Q2	$445K	Hold	14,000	–	–	0.4%	56
2018 Q1	$358K	Sell	14,000 -100	-0.7%	-$2.56K	0.35%	66
2017 Q4	$364K	Buy	+14,100	New	+$364K	0.39%	58