Icon Wealth Partners’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
Q2 | – | Sell |
-3,806
| Closed | -$159K | – | 437 |
|
|
2023
Q1 | $159K | Buy |
+3,806
| New | +$159K | 0.02% | 342 |
|
|
2019
Q2 | – | Sell |
-3,506
| Closed | -$116K | – | 827 |
|
|
2019
Q1 | $116K | Buy |
+3,506
| New | +$116K | 0.04% | 210 |
|
|
2018
Q4 | – | Sell |
-2,864
| Closed | -$113K | – | 267 |
|
|
2018
Q3 | $113K | Hold |
2,864
| – | – | 0.05% | 253 |
|
|
2018
Q2 | $113K | Hold |
2,864
| – | – | 0.05% | 220 |
|
|
2018
Q1 | $101K | Buy |
2,864
+57
| +2% | +$2.01K | 0.05% | 253 |
|
|
2017
Q4 | $102K | Buy |
+2,807
| New | +$102K | 0.05% | 273 |
|