Perigon Wealth Management’s DCP Midstream, LP DCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,184
| Closed | -$40K | – | 1066 |
|
|
2020
Q4 | $40K | Buy |
+2,184
| New | +$40K | ﹤0.01% | 808 |
|
|
2018
Q2 | – | Sell |
-2,687
| Closed | -$94K | – | 639 |
|
|
2018
Q1 | $94K | Hold |
2,687
| – | – | 0.03% | 235 |
|
|
2017
Q4 | $98K | Hold |
2,687
| – | – | 0.04% | 201 |
|
|
2017
Q3 | $93K | Buy |
+2,687
| New | +$93K | 0.03% | 262 |
|