LF
DCP
Lee Financial’s DCP Midstream, LP DCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,461
| Closed | -$144K | – | 851 |
|
|
2023
Q1 | $144K | Sell |
3,461
-807
| -19% | -$33.7K | 0.02% | 146 |
|
|
2022
Q4 | $166K | Hold |
4,268
| – | – | 0.03% | 158 |
|
|
2022
Q3 | $160K | Hold |
4,268
| – | – | 0.03% | 157 |
|
|
2022
Q2 | $126K | Hold |
4,268
| – | – | 0.02% | 177 |
|
|
2022
Q1 | $143K | Hold |
4,268
| – | – | 0.03% | 168 |
|
|
2021
Q4 | $117K | Buy |
4,268
+263
| +7% | +$7.21K | 0.02% | 177 |
|
|
2021
Q3 | $113K | Hold |
4,005
| – | – | 0.02% | 173 |
|
|
2021
Q2 | $123K | Buy |
4,005
+332
| +9% | +$10.2K | 0.03% | 168 |
|
|
2021
Q1 | $80K | Buy |
3,673
+1,840
| +100% | +$40.1K | 0.02% | 193 |
|
|
2020
Q4 | $34K | Buy |
1,833
+1,399
| +322% | +$26K | 0.01% | 239 |
|
|
2020
Q3 | $5K | Hold |
434
| – | – | ﹤0.01% | 468 |
|
|
2020
Q2 | $5K | Buy |
+434
| New | +$5K | ﹤0.01% | 436 |
|
|
2020
Q1 | – | Sell |
-485
| Closed | -$12K | – | 529 |
|
|
2019
Q4 | $12K | Buy |
485
+278
| +134% | +$6.88K | ﹤0.01% | 325 |
|
|
2019
Q3 | $5K | Hold |
207
| – | – | ﹤0.01% | 426 |
|
|
2019
Q2 | $6K | Buy |
+207
| New | +$6K | ﹤0.01% | 423 |
|
|
2018
Q3 | – | Sell |
-8,575
| Closed | -$339K | – | 760 |
|
|
2018
Q2 | $339K | Sell |
8,575
-8,575
| -50% | -$339K | 0.08% | 109 |
|
|
2018
Q1 | $602K | Buy |
17,150
+8,575
| +100% | +$301K | 0.15% | 76 |
|
|
2017
Q4 | $312K | Hold |
8,575
| – | – | 0.09% | 102 |
|
|
2017
Q3 | $297K | Hold |
8,575
| – | – | 0.1% | 98 |
|
|
2017
Q2 | $290K | Buy |
+8,575
| New | +$290K | 0.11% | 99 |
|
|
2017
Q1 | – | Sell |
-5,950
| Closed | -$228K | – | 441 |
|
|
2016
Q4 | $228K | Buy |
+5,950
| New | +$228K | 0.13% | 99 |
|