Carson Wealth (CWM LLC)’s DCP Midstream, LP DCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,013
| Closed | -$42K | – | 4564 |
|
|
2023
Q1 | $42K | Sell |
1,013
-1,291
| -56% | -$53.5K | ﹤0.01% | 1999 |
|
|
2022
Q4 | $89K | Buy |
2,304
+206
| +10% | +$7.96K | ﹤0.01% | 1429 |
|
|
2022
Q3 | $79K | Buy |
2,098
+1,073
| +105% | +$40.4K | ﹤0.01% | 1444 |
|
|
2022
Q2 | $30K | Sell |
1,025
-1,025
| -50% | -$30K | ﹤0.01% | 1897 |
|
|
2022
Q1 | $69K | Sell |
2,050
-301
| -13% | -$10.1K | ﹤0.01% | 1470 |
|
|
2021
Q4 | $65K | Buy |
+2,351
| New | +$65K | ﹤0.01% | 1473 |
|
|
2021
Q2 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q1 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q4 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q3 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q2 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q1 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q4 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q3 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q2 | $134K | Hold |
4,351
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q1 | $134K | Buy |
+4,351
| New | +$134K | ﹤0.01% | 1034 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$38K | – | 1346 |
|
|
2016
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 488 |
|
|
2016
Q3 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 479 |
|
|
2016
Q2 | $34K | Buy |
+1,000
| New | +$34K | ﹤0.01% | 412 |
|