SWRP
CEQP

Summit Wealth & Retirement Planning’s Crestwood Equity Partners LP CEQP Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio CEQP Stock Details CEQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-25,503
Closed -$712K – 102
2021
Q1 		$712K Sell
25,503
-32,597
-56% -$910K 0.26% 59
2020
Q4 		$1.1M Sell
58,100
-8,400
-13% -$159K 0.42% 45
2020
Q3 		$829K Sell
66,500
-2,600
-4% -$32.4K 0.36% 52
2020
Q2 		$906K Buy
+69,100
New +$906K 0.43% 47