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 |
|