AWM
DCP
Avior Wealth Management’s DCP Midstream, LP DCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,505
| Closed | -$16K | – | 1121 |
|
|
2020
Q3 | $16K | Hold |
1,505
| – | – | ﹤0.01% | 633 |
|
|
2020
Q2 | $17K | Buy |
+1,505
| New | +$17K | ﹤0.01% | 601 |
|
|
2020
Q1 | – | Sell |
-1,795
| Closed | -$43K | – | 918 |
|
|
2019
Q4 | $43K | Buy |
1,795
+1,021
| +132% | +$24.5K | 0.01% | 473 |
|
|
2019
Q3 | $20K | Hold |
774
| – | – | ﹤0.01% | 527 |
|
|
2019
Q2 | $23K | Hold |
774
| – | – | ﹤0.01% | 515 |
|
|
2019
Q1 | $25K | Sell |
774
-49
| -6% | -$1.58K | 0.01% | 471 |
|
|
2018
Q4 | $21K | Buy |
+823
| New | +$21K | 0.01% | 519 |
|
|
2016
Q2 | – | Sell |
-301
| Closed | -$8K | – | 498 |
|
|
2016
Q1 | $8K | Sell |
301
-114
| -27% | -$3.03K | ﹤0.01% | 363 |
|
|
2015
Q4 | $10K | Sell |
415
-73
| -15% | -$1.76K | 0.01% | 322 |
|
|
2015
Q3 | $12K | Hold |
488
| – | – | 0.01% | 273 |
|
|
2015
Q2 | $15K | Buy |
+488
| New | +$15K | 0.01% | 238 |
|