WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-134
| Closed | -$3K | – | 1710 |
|
|
2015
Q4 | $3K | Sell |
134
-4,865
| -97% | -$109K | ﹤0.01% | 1321 |
|
|
2015
Q3 | $114K | Buy |
4,999
+4,825
| +2,773% | +$110K | 0.04% | 429 |
|
|
2015
Q2 | $7K | Sell |
174
-31
| -15% | -$1.25K | ﹤0.01% | 1280 |
|
|
2015
Q1 | $12K | Sell |
205
-1,105
| -84% | -$64.7K | ﹤0.01% | 1156 |
|
|
2014
Q4 | $106K | Sell |
1,310
-325
| -20% | -$26.3K | 0.02% | 615 |
|
|
2014
Q3 | $173K | Sell |
1,635
-246
| -13% | -$26K | 0.03% | 487 |
|
|
2014
Q2 | $280K | Sell |
1,881
-42
| -2% | -$6.25K | 0.05% | 369 |
|
|
2014
Q1 | $266K | Buy |
1,923
+11
| +0.6% | +$1.52K | 0.05% | 373 |
|
|
2013
Q4 | $264K | Buy |
+1,912
| New | +$264K | 0.04% | 449 |
|
|
2013
Q3 | – | Sell |
-2,245
| Closed | -$360K | – | 2278 |
|
|
2013
Q2 | $360K | Buy |
+2,245
| New | +$360K | 0.06% | 326 |
|