J.P. Morgan Private Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,892
| Closed | -$306K | – | 2017 |
|
|
2022
Q4 | $306K | Hold |
7,892
| – | – | ﹤0.01% | 1656 |
|
|
2022
Q3 | $297K | Sell |
7,892
-10,766
| -58% | -$405K | ﹤0.01% | 1649 |
|
|
2022
Q2 | $552K | Sell |
18,658
-752
| -4% | -$22.2K | ﹤0.01% | 1421 |
|
|
2022
Q1 | $651K | Sell |
19,410
-55
| -0.3% | -$1.85K | ﹤0.01% | 1411 |
|
|
2021
Q4 | $535K | Buy |
19,465
+4,657
| +31% | +$128K | ﹤0.01% | 1522 |
|
|
2021
Q3 | $418K | Buy |
14,808
+2,533
| +21% | +$71.5K | ﹤0.01% | 1571 |
|
|
2021
Q2 | $377K | Sell |
12,275
-8,346
| -40% | -$256K | ﹤0.01% | 1593 |
|
|
2021
Q1 | $447K | Sell |
20,621
-85,174
| -81% | -$1.85M | ﹤0.01% | 1359 |
|
|
2020
Q4 | $1.96M | Buy |
+105,795
| New | +$1.96M | 0.01% | 734 |
|
|
2020
Q1 | – | Sell |
-10,925
| Closed | -$268K | – | 1564 |
|
|
2019
Q4 | $268K | Sell |
10,925
-924
| -8% | -$22.7K | ﹤0.01% | 1286 |
|
|
2019
Q3 | $311K | Buy |
11,849
+277
| +2% | +$7.27K | ﹤0.01% | 1178 |
|
|
2019
Q2 | $339K | Sell |
11,572
-22
| -0.2% | -$644 | ﹤0.01% | 1105 |
|
|
2019
Q1 | $383K | Sell |
11,594
-551
| -5% | -$18.2K | ﹤0.01% | 1115 |
|
|
2018
Q4 | $322K | Buy |
12,145
+5,199
| +75% | +$138K | ﹤0.01% | 1138 |
|
|
2018
Q3 | $275K | Sell |
6,946
-11,780
| -63% | -$466K | ﹤0.01% | 1343 |
|
|
2018
Q2 | $741K | Buy |
18,726
+744
| +4% | +$29.4K | ﹤0.01% | 874 |
|
|
2018
Q1 | $632K | Sell |
17,982
-1,568
| -8% | -$55.1K | ﹤0.01% | 790 |
|
|
2017
Q4 | $710K | Sell |
19,550
-1,199
| -6% | -$43.5K | ﹤0.01% | 758 |
|
|
2017
Q3 | $719K | Sell |
20,749
-85
| -0.4% | -$2.95K | 0.01% | 716 |
|
|
2017
Q2 | $705K | Sell |
20,834
-11,083
| -35% | -$375K | 0.01% | 712 |
|
|
2017
Q1 | $1.25M | Buy |
+31,917
| New | +$1.25M | 0.01% | 573 |
|
|
2015
Q4 | – | Sell |
-10,313
| Closed | -$249K | – | 1220 |
|
|
2015
Q3 | $249K | Buy |
+10,313
| New | +$249K | ﹤0.01% | 856 |
|
|
2015
Q2 | – | Sell |
-25,041
| Closed | -$925K | – | 1157 |
|
|
2015
Q1 | $925K | Buy |
25,041
+6,328
| +34% | +$234K | 0.01% | 542 |
|
|
2014
Q4 | $850K | Sell |
18,713
-45
| -0.2% | -$2.04K | 0.01% | 569 |
|
|
2014
Q3 | $1.02M | Buy |
+18,758
| New | +$1.02M | 0.01% | 509 |
|