B. Riley Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,640
| Closed | -$486K | – | 1680 |
|
|
2023
Q1 | $486K | Buy |
11,640
+2
| +0% | +$83 | 0.01% | 815 |
|
|
2022
Q4 | $451K | Buy |
11,638
+198
| +2% | +$7.68K | 0.01% | 831 |
|
|
2022
Q3 | $430K | Buy |
+11,440
| New | +$430K | 0.01% | 822 |
|
|
2020
Q1 | – | Sell |
-11,247
| Closed | -$276K | – | 919 |
|
|
2019
Q4 | $276K | Buy |
+11,247
| New | +$276K | 0.02% | 631 |
|
|
2015
Q1 | – | Sell |
-3,301
| Closed | -$150 | – | 2118 |
|
|
2014
Q4 | $150 | Buy |
+3,301
| New | +$150 | ﹤0.01% | 1518 |
|
|
2014
Q3 | – | Sell |
-3,192
| Closed | -$182K | – | 2005 |
|
|
2014
Q2 | $182K | Sell |
3,192
-204
| -6% | -$11.6K | 0.04% | 486 |
|
|
2014
Q1 | $170K | Sell |
3,396
-33
| -1% | -$1.65K | 0.05% | 438 |
|
|
2013
Q4 | $173K | Buy |
3,429
+8
| +0.2% | +$404 | 0.06% | 391 |
|
|
2013
Q3 | $170K | Sell |
3,421
-93
| -3% | -$4.62K | 0.06% | 391 |
|
|
2013
Q2 | $190K | Buy |
+3,514
| New | +$190K | 0.06% | 346 |
|