Gradient Investments’s DCP Midstream, LP DCP Stock Holding History

Gradient Investments’s Portfolio DCP Stock Details DCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-300	Closed	-$12.5K	–	1915
2023 Q1	$12.5K	Hold	300	–	–	﹤0.01%	758
2022 Q4	$11.6K	Hold	300	–	–	﹤0.01%	779
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	787
2022 Q2	$9K	Buy	+300	New	+$10.2K	﹤0.01%	807
2022 Q1	–	Sell	-80	Closed	-$2K	–	1391
2021 Q4	$2K	Sell	80 -30	-27%	-$871	﹤0.01%	1104
2021 Q3	$3K	Hold	110	–	–	﹤0.01%	982
2021 Q2	$3K	Hold	110	–	–	﹤0.01%	977
2021 Q1	$2K	Buy	110 +80	+267%	+$1.76K	﹤0.01%	1040
2020 Q4	$0	Hold	30	–	–	﹤0.01%	1199
2020 Q3	$0	Hold	30	–	–	﹤0.01%	1251
2020 Q2	$0	Buy	+30	New	+$284	﹤0.01%	1248
2018 Q2	–	Sell	-20	Closed	-$1K	–	1172
2018 Q1	$1K	Buy	+20	New	+$761	﹤0.01%	963

Other funds holding DCP

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Gradient Investments's DCP Position: Q2 2023 in Review

Gradient Investments sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 300 shares — an estimated $12.5K sold.

Gradient Investments first reported a position in DCP in Q1 2018 and held it in 12 quarters. The position peaked at $12.5K in Q1 2023. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

Gradient Investments reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 300 DCP Midstream, LP shares in Q2 2023, an estimated $12.5K.
Gradient Investments first reported a position in DCP Midstream, LP in Q1 2018 and held it in 12 quarters.
Gradient Investments's DCP Midstream, LP position peaked at $12.5K in Q1 2023.
1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.