Steward Partners Investment Advisory’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 |
-835
| Closed | -$24.4K | – | 3621 |
|
|
2023
Q3 | $24.4K | Hold |
835
| – | – | ﹤0.01% | 2213 |
|
|
2023
Q2 | $22.1K | Hold |
835
| – | – | ﹤0.01% | 2243 |
|
|
2023
Q1 | $20.8K | Hold |
835
| – | – | ﹤0.01% | 2234 |
|
|
2022
Q4 | $21.9K | Hold |
835
| – | – | ﹤0.01% | 2201 |
|
|
2022
Q3 | $23K | Hold |
835
| – | – | ﹤0.01% | 2172 |
|
|
2022
Q2 | $20K | Hold |
835
| – | – | ﹤0.01% | 2237 |
|
|
2022
Q1 | $25K | Sell |
835
-135
| -14% | -$4.04K | ﹤0.01% | 2273 |
|
|
2021
Q4 | $27K | Hold |
970
| – | – | ﹤0.01% | 2203 |
|
|
2021
Q3 | $28K | Hold |
970
| – | – | ﹤0.01% | 2181 |
|
|
2021
Q2 | $29K | Sell |
970
-140
| -13% | -$4.19K | ﹤0.01% | 4318 |
|
|
2021
Q1 | $31K | Sell |
1,110
-3,116
| -74% | -$87K | ﹤0.01% | 2244 |
|
|
2020
Q4 | $80K | Buy |
4,226
+5
| +0.1% | +$95 | ﹤0.01% | 1464 |
|
|
2020
Q3 | $53K | Buy |
4,221
+5
| +0.1% | +$63 | ﹤0.01% | 1482 |
|
|
2020
Q2 | $55K | Buy |
4,216
+126
| +3% | +$1.64K | ﹤0.01% | 1380 |
|
|
2020
Q1 | $17K | Buy |
4,090
+3,955
| +2,930% | +$16.4K | ﹤0.01% | 1678 |
|
|
2019
Q4 | $4K | Hold |
135
| – | – | ﹤0.01% | 2326 |
|
|
2019
Q3 | $4K | Sell |
135
-230
| -63% | -$6.82K | ﹤0.01% | 2328 |
|
|
2019
Q2 | $13K | Buy |
+365
| New | +$13K | ﹤0.01% | 1886 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$5K | – | 2309 |
|
|
2018
Q3 | $5K | Hold |
135
| – | – | ﹤0.01% | 2150 |
|
|
2018
Q2 | $4K | Hold |
135
| – | – | ﹤0.01% | 2089 |
|
|
2018
Q1 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 1961 |
|