CWM
DCP
Cedar Wealth Management’s DCP Midstream, LP DCP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-570
| Closed | -$15K | – | 191 |
|
2019
Q3 | $15K | Buy |
570
+170
| +43% | +$4.47K | 0.01% | 125 |
|
2019
Q2 | $12K | Hold |
400
| – | – | 0.01% | 145 |
|
2019
Q1 | $13K | Hold |
400
| – | – | 0.01% | 140 |
|
2018
Q4 | $11K | Buy |
400
+100
| +33% | +$2.75K | 0.01% | 128 |
|
2018
Q3 | $12K | Sell |
300
-800
| -73% | -$32K | 0.01% | 124 |
|
2018
Q2 | $44K | Sell |
1,100
-5,060
| -82% | -$202K | 0.02% | 85 |
|
2018
Q1 | $216K | Hold |
6,160
| – | – | 0.13% | 48 |
|
2017
Q4 | $224K | Hold |
6,160
| – | – | 0.13% | 41 |
|
2017
Q3 | $213K | Hold |
6,160
| – | – | 0.13% | 47 |
|
2017
Q2 | $208K | Hold |
6,160
| – | – | 0.14% | 46 |
|
2017
Q1 | $242K | Hold |
6,160
| – | – | 0.15% | 42 |
|
2016
Q4 | $236K | Buy |
+6,160
| New | +$236K | 0.16% | 44 |
|
2016
Q3 | – | Sell |
-6,160
| Closed | -$212K | – | 129 |
|
2016
Q2 | $212K | Buy |
+6,160
| New | +$212K | 0.14% | 42 |
|