Domani Wealth’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
Q1
$876K Sell
21,000
-1,200
-5% -$50.1K 0.2% 53
2022
Q4
$861K Hold
22,200
0.22% 51
2022
Q3
$834K Hold
22,200
0.24% 43
2022
Q2
$657K Hold
22,200
0.18% 56
2022
Q1
$745K Hold
22,200
0.16% 63
2021
Q4
$610K Hold
22,200
0.12% 68
2021
Q3
$627K Hold
22,200
0.13% 62
2021
Q2
$681K Hold
22,200
0.14% 57
2021
Q1
$481K Hold
22,200
0.09% 74
2020
Q4
$411K Sell
22,200
-4,555
-17% -$84.3K 0.08% 78
2020
Q3
$299K Sell
26,755
-4,000
-13% -$44.7K 0.07% 98
2020
Q2
$348K Hold
30,755
0.08% 89
2020
Q1
$125K Hold
30,755
0.03% 123
2019
Q4
$753K Hold
30,755
0.25% 47
2019
Q3
$806K Hold
30,755
0.29% 42
2019
Q2
$901K Hold
30,755
0.34% 39
2019
Q1
$1.02M Hold
30,755
0.41% 36
2018
Q4
$815K Hold
30,755
0.38% 37
2018
Q3
$1.22M Sell
30,755
-7,000
-19% -$277K 0.52% 28
2018
Q2
$1.49M Sell
37,755
-15,000
-28% -$593K 0.68% 27
2018
Q1
$1.85M Hold
52,755
0.79% 25
2017
Q4
$1.92M Hold
52,755
0.84% 25
2017
Q3
$1.83M Hold
52,755
0.79% 28
2017
Q2
$1.79M Hold
52,755
0.73% 29
2017
Q1
$2.07M Hold
52,755
0.84% 25
2016
Q4
$2.03M Buy
52,755
+33
+0.1% +$1.27K 0.82% 29
2016
Q3
$1.86M Buy
52,722
+32
+0.1% +$1.13K 0.71% 28
2016
Q2
$1.82M Sell
52,690
-744
-1% -$25.7K 0.71% 30
2016
Q1
$1.46M Sell
53,434
-565
-1% -$15.4K 0.55% 39
2015
Q4
$1.33M Sell
53,999
-638
-1% -$15.7K 0.52% 39
2015
Q3
$1.32M Buy
54,637
+33
+0.1% +$798 0.72% 27
2015
Q2
$1.68M Buy
54,604
+52,587
+2,607% +$1.61M 0.91% 24
2015
Q1
$54.6K Buy
+2,017
New +$54.6K 0.82% 14