Stockman 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 |
-13,550
| Closed | -$396K | – | 189 |
|
|
2023
Q3 | $396K | Buy |
13,550
+200
| +1% | +$5.85K | 0.09% | 116 |
|
|
2023
Q2 | $354K | Buy |
13,350
+300
| +2% | +$7.94K | 0.08% | 130 |
|
|
2023
Q1 | $325K | Hold |
13,050
| – | – | 0.07% | 145 |
|
|
2022
Q4 | $342K | Hold |
13,050
| – | – | 0.08% | 138 |
|
|
2022
Q3 | $362K | Hold |
13,050
| – | – | 0.1% | 118 |
|
|
2022
Q2 | $314K | Sell |
13,050
-4,500
| -26% | -$108K | 0.08% | 137 |
|
|
2022
Q1 | $433K | Buy |
+17,550
| New | +$433K | 0.09% | 124 |
|