WBH Advisory’s CRESTWOOD MIDSTREAM PARTNERS LP COM UTS REP LTD PRT INT (DE) CMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,915
| Closed | -$67K | – | 209 |
|
|
2015
Q3 | $67K | Sell |
10,915
-7,893
| -42% | -$48.5K | 0.03% | 193 |
|
|
2015
Q2 | $210K | Buy |
18,808
+525
| +3% | +$5.86K | 0.08% | 188 |
|
|
2015
Q1 | $265 | Sell |
18,283
-775
| -4% | -$11 | 0.07% | 175 |
|
|
2014
Q4 | $289K | Sell |
19,058
-1,055
| -5% | -$16K | 0.11% | 165 |
|
|
2014
Q3 | $455K | Buy |
20,113
+384
| +2% | +$8.69K | 0.16% | 130 |
|
|
2014
Q2 | $435K | Sell |
19,729
-475
| -2% | -$10.5K | 0.16% | 139 |
|
|
2014
Q1 | $455K | Sell |
20,204
-3,093
| -13% | -$69.7K | 0.18% | 130 |
|
|
2013
Q4 | $579K | Buy |
23,297
+3,622
| +18% | +$92.9K | 0.23% | 109 |
|
|
2013
Q3 | $489K | Sell |
19,675
-3,433
| -15% | -$89.4K | 0.22% | 114 |
|
|
2013
Q2 | $576K | Buy |
+23,108
| New | +$570K | 0.27% | 100 |
|