Carson Wealth (CWM LLC)’s DCP Midstream, LP DCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,013
| Closed | -$42K | – | 4578 |
|
|
2023
Q1 | $42K | Sell |
1,013
-1,291
| -56% | -$53.8K | ﹤0.01% | 2001 |
|
|
2022
Q4 | $89K | Buy |
2,304
+206
| +10% | +$7.97K | ﹤0.01% | 1431 |
|
|
2022
Q3 | $79K | Buy |
2,098
+1,073
| +105% | +$37.6K | ﹤0.01% | 1446 |
|
|
2022
Q2 | $30K | Sell |
1,025
-1,025
| -50% | -$35K | ﹤0.01% | 1899 |
|
|
2022
Q1 | $69K | Sell |
2,050
-301
| -13% | -$9.26K | ﹤0.01% | 1472 |
|
|
2021
Q4 | $65K | Buy |
+2,351
| New | +$68.3K | ﹤0.01% | 1475 |
|
|
2021
Q2 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q1 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1036 |
|
|
2020
Q4 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1036 |
|
|
2020
Q3 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q2 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q1 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q4 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q3 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q2 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q1 | $134K | Buy |
+4,351
| New | +$139K | ﹤0.01% | 1035 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$38K | – | 1348 |
|
|
2016
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 489 |
|
|
2016
Q3 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 480 |
|
|
2016
Q2 | $34K | Buy |
+1,000
| New | +$32.9K | ﹤0.01% | 413 |
|
Other funds holding DCP
Carson Wealth (CWM LLC)'s DCP Position: Q2 2023 in Review
Carson Wealth (CWM LLC) sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 1,013 shares — an estimated $42K sold.
Carson Wealth (CWM LLC) first reported a position in DCP in Q2 2016 and held it in 19 quarters. The position peaked at $134K in Q2 2021. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.
- Carson Wealth (CWM LLC) reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 1,013 DCP Midstream, LP shares in Q2 2023, an estimated $42K.
- Carson Wealth (CWM LLC) first reported a position in DCP Midstream, LP in Q2 2016 and held it in 19 quarters.
- Carson Wealth (CWM LLC)'s DCP Midstream, LP position peaked at $134K in Q2 2021.
- 1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.