Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-300
| Closed | -$32K | – | 1019 |
|
|
2014
Q3 | $32K | Sell |
300
-100
| -25% | -$10.7K | 0.01% | 480 |
|
|
2014
Q2 | $59K | Sell |
400
-200
| -33% | -$29.5K | 0.02% | 359 |
|
|
2014
Q1 | $83K | Buy |
+600
| New | +$83K | 0.04% | 287 |
|
|
2013
Q4 | – | Sell |
-680
| Closed | -$94K | – | 982 |
|
|
2013
Q3 | $94K | Sell |
680
-70
| -9% | -$9.68K | 0.05% | 240 |
|
|
2013
Q2 | $120K | Buy |
+750
| New | +$120K | 0.07% | 207 |
|