Spire 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 |
-913
| Closed | -$26.7K | – | 2498 |
|
2023
Q3 | $26.7K | Hold |
913
| – | – | ﹤0.01% | 1395 |
|
2023
Q2 | $24.2K | Sell |
913
-22
| -2% | -$583 | ﹤0.01% | 1512 |
|
2023
Q1 | $23.3K | Buy |
935
+913
| +4,150% | +$22.8K | ﹤0.01% | 1559 |
|
2022
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 2283 |
|
2022
Q3 | – | Sell |
-272
| Closed | -$7K | – | 2693 |
|
2022
Q2 | $7K | Hold |
272
| – | – | ﹤0.01% | 2054 |
|
2022
Q1 | $8K | Buy |
272
+1
| +0.4% | +$29 | ﹤0.01% | 2134 |
|
2021
Q4 | $7K | Sell |
271
-1
| -0.4% | -$26 | ﹤0.01% | 2506 |
|
2021
Q3 | $8K | Hold |
272
| – | – | ﹤0.01% | 2174 |
|
2021
Q2 | $8K | Sell |
272
-573
| -68% | -$16.9K | ﹤0.01% | 2212 |
|
2021
Q1 | $23K | Buy |
+845
| New | +$23K | ﹤0.01% | 2100 |
|