Jacobus Wealth Management’s DCP Midstream, LP DCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $194K | Hold |
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|
2017
Q2 | $189K | Hold |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $198K | Hold |
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|
2016
Q2 | $193K | Sell |
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|
2016
Q1 | $894K | Buy |
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|
2015
Q4 | $735K | Buy |
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|
2015
Q3 | $647K | Hold |
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|
2015
Q2 | $821K | Sell |
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|
2015
Q1 | $999K | Buy |
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|
2014
Q4 | $1.12M | Buy |
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|
2014
Q3 | $1.3M | Sell |
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|
2014
Q2 | $1.51M | Buy |
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|
2014
Q1 | $1.26M | Buy |
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|
2013
Q4 | $1.12M | Buy |
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|
2013
Q3 | $827K | Hold |
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|
2013
Q2 | $901K | Buy |
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