Morningstar Investment Services’s DCP Midstream, LP DCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-7,620
| Closed | -$200K | – | 204 |
|
2019
Q3 | $200K | Hold |
7,620
| – | – | ﹤0.01% | 188 |
|
2019
Q2 | $223K | Sell |
7,620
-1,316
| -15% | -$38.5K | ﹤0.01% | 206 |
|
2019
Q1 | $295K | Hold |
8,936
| – | – | 0.01% | 182 |
|
2018
Q4 | $237K | Hold |
8,936
| – | – | ﹤0.01% | 197 |
|
2018
Q3 | $354K | Hold |
8,936
| – | – | 0.01% | 171 |
|
2018
Q2 | $353K | Buy |
8,936
+400
| +5% | +$15.8K | 0.01% | 174 |
|
2018
Q1 | $300K | Hold |
8,536
| – | – | 0.01% | 183 |
|
2017
Q4 | $310K | Buy |
+8,536
| New | +$310K | 0.01% | 182 |
|