Steward Partners Investment Advisory’s DCP Midstream, LP DCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,314
| Closed | -$222K | – | 3410 |
|
|
2023
Q1 | $222K | Sell |
5,314
-878
| -14% | -$36.6K | ﹤0.01% | 1235 |
|
|
2022
Q4 | $240K | Buy |
6,192
+1,346
| +28% | +$52.2K | ﹤0.01% | 1170 |
|
|
2022
Q3 | $182K | Buy |
+4,846
| New | +$182K | ﹤0.01% | 1240 |
|
|
2021
Q2 | – | Sell |
-1,400
| Closed | -$30.3K | – | 7496 |
|
|
2021
Q1 | $30.3K | Buy |
1,400
+1,392
| +17,400% | +$30.2K | ﹤0.01% | 2261 |
|
|
2020
Q4 | $0 | Sell |
8
-142
| -95% | – | ﹤0.01% | 3028 |
|
|
2020
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2620 |
|
|
2020
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2519 |
|
|
2020
Q1 | $0 | Hold |
150
| – | – | ﹤0.01% | 2757 |
|
|
2019
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 2394 |
|
|
2019
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 2389 |
|
|
2019
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 2312 |
|