Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,084
| Closed | -$25K | – | 295 |
|
|
2015
Q3 | $25K | Buy |
+1,084
| New | +$25K | 0.01% | 273 |
|
|
2015
Q1 | $34K | Hold |
560
| – | – | 0.01% | 587 |
|
|
2014
Q4 | $45K | Hold |
560
| – | – | 0.01% | 542 |
|
|
2014
Q3 | $59K | Sell |
560
-90
| -14% | -$9.48K | 0.02% | 443 |
|
|
2014
Q2 | $96K | Buy |
650
+90
| +16% | +$13.3K | 0.03% | 351 |
|
|
2014
Q1 | $78K | Hold |
560
| – | – | 0.03% | 332 |
|
|
2013
Q4 | $77K | Buy |
+560
| New | +$77K | 0.03% | 335 |
|