Kozak & Associates’s DCP Midstream, LP DCP Stock Holding History

Kozak & Associates’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	-25	Closed	-$1.06K	–	366
2023 Q1	$1.06K	Hold	25	–	–	﹤0.01%	322
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	330
2022 Q3	$1K	Buy	25 +1	+4%	+$35	﹤0.01%	327
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	370
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	374
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	374
2021 Q3	$1K	Buy	+24	New	+$662	﹤0.01%	322

Other funds holding DCP

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

Kozak & Associates's DCP Position: Q2 2023 in Review

Kozak & Associates sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 25 shares — an estimated $1.06K sold.

Kozak & Associates first reported a position in DCP in Q3 2021 and held it in 7 quarters. The position peaked at $1.06K in Q1 2023. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

Kozak & Associates reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
Kozak & Associates sold 25 DCP Midstream, LP shares in Q2 2023, an estimated $1.06K.
Kozak & Associates first reported a position in DCP Midstream, LP in Q3 2021 and held it in 7 quarters.
Kozak & Associates's DCP Midstream, LP position peaked at $1.06K in Q1 2023.
1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on Kozak & Associates's 13F filing for Q2 2023, filed 5 Jul 2023.