U.S. Capital Wealth Advisors’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 |
-72,662
| Closed | -$2.13M | – | 705 |
|
|
2023
Q3 | $2.13M | Buy |
72,662
+17,199
| +31% | +$503K | 0.1% | 188 |
|
|
2023
Q2 | $1.47M | Hold |
55,463
| – | – | 0.07% | 258 |
|
|
2023
Q1 | $1.38M | Hold |
55,463
| – | – | 0.06% | 257 |
|
|
2022
Q4 | $1.45M | Hold |
55,463
| – | – | 0.07% | 264 |
|
|
2022
Q3 | $1.54M | Hold |
55,463
| – | – | 0.08% | 244 |
|
|
2022
Q2 | $1.34M | Hold |
55,463
| – | – | 0.06% | 298 |
|
|
2022
Q1 | $1.66M | Buy |
+55,463
| New | +$1.66M | 0.06% | 307 |
|