Rockwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,365
| Closed | -$332K | – | 79 |
|
|
2023
Q3 | $332K | Hold |
11,365
| – | – | 0.06% | 51 |
|
|
2023
Q2 | $301K | Sell |
11,365
-1
| -0% | -$26 | 0.05% | 59 |
|
|
2023
Q1 | $283K | Hold |
11,366
| – | – | 0.06% | 55 |
|
|
2022
Q4 | $298K | Hold |
11,366
| – | – | 0.07% | 55 |
|
|
2022
Q3 | $316K | Hold |
11,366
| – | – | 0.1% | 51 |
|
|
2022
Q2 | $274K | Hold |
11,366
| – | – | 0.13% | 53 |
|
|
2022
Q1 | $335K | Hold |
11,366
| – | – | 0.16% | 52 |
|
|
2021
Q4 | $314K | Buy |
+11,366
| New | +$314K | 0.14% | 85 |
|