LWCFA
CEQP
Loring Wolcott & Coolidge Fiduciary Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-400
| Closed | -$2K | – | 682 |
|
|
2015
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 603 |
|
|
2015
Q2 | $2K | Hold |
400
| – | – | ﹤0.01% | 603 |
|
|
2015
Q1 | $2K | Hold |
400
| – | – | ﹤0.01% | 610 |
|
|
2014
Q4 | $3K | Hold |
400
| – | – | ﹤0.01% | 608 |
|
|
2014
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 574 |
|
|
2014
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 584 |
|
|
2014
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 577 |
|
|
2013
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 552 |
|
|
2013
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 517 |
|
|
2013
Q2 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 562 |
|