Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,319
| Closed | -$42K | – | 690 |
|
|
2018
Q2 | $42K | Hold |
1,319
| – | – | 0.02% | 337 |
|
|
2018
Q1 | $34K | Hold |
1,319
| – | – | 0.01% | 360 |
|
|
2017
Q4 | $34K | Sell |
1,319
-852
| -39% | -$22K | 0.01% | 380 |
|
|
2017
Q3 | $53K | Buy |
2,171
+492
| +29% | +$12K | 0.02% | 323 |
|
|
2017
Q2 | $39K | Hold |
1,679
| – | – | 0.02% | 340 |
|
|
2017
Q1 | $44K | Sell |
1,679
-153
| -8% | -$4.01K | 0.02% | 335 |
|
|
2016
Q4 | $47K | Sell |
1,832
-81
| -4% | -$2.08K | 0.02% | 332 |
|
|
2016
Q3 | $41K | Hold |
1,913
| – | – | 0.02% | 356 |
|
|
2016
Q2 | $39K | Hold |
1,913
| – | – | 0.02% | 359 |
|
|
2016
Q1 | $22K | Sell |
1,913
-1
| -0.1% | -$12 | 0.01% | 422 |
|
|
2015
Q4 | $39K | Buy |
+1,914
| New | +$39K | 0.02% | 356 |
|