IMPACTfolio’s DCP Midstream, LP DCP Stock Holding History

IMPACTfolio’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	-5,900	Closed	-$246K	–	51
2023 Q1	$246K	Sell	5,900 -2,600	-31%	-$108K	0.21%	26
2022 Q4	$330K	Hold	8,500	–	–	0.31%	19
2022 Q3	$319K	Hold	8,500	–	–	0.31%	25
2022 Q2	$251K	Hold	8,500	–	–	0.24%	36
2022 Q1	$285K	Sell	8,500 -3,200	-27%	-$98.4K	0.21%	39
2021 Q4	$322K	Buy	+11,700	New	+$340K	0.28%	36

Other funds holding DCP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IMPACTfolio's DCP Position: Q2 2023 in Review

IMPACTfolio sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 5,900 shares — an estimated $246K sold.

IMPACTfolio first reported a position in DCP in Q4 2021 and held it in 6 quarters. The position peaked at $330K in Q4 2022. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

IMPACTfolio reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
IMPACTfolio sold 5,900 DCP Midstream, LP shares in Q2 2023, an estimated $246K.
IMPACTfolio first reported a position in DCP Midstream, LP in Q4 2021 and held it in 6 quarters.
IMPACTfolio's DCP Midstream, LP position peaked at $330K in Q4 2022.
1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on IMPACTfolio's 13F filing for Q2 2023, filed 6 Jul 2023.