SVB Wealth’s DCP Midstream, LP DCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-21,300
| Closed | -$525K | – | 543 |
|
2015
Q4 | $525K | Hold |
21,300
| – | – | 0.02% | 370 |
|
2015
Q3 | $515K | Hold |
21,300
| – | – | 0.02% | 408 |
|
2015
Q2 | $654K | Hold |
21,300
| – | – | 0.02% | 374 |
|
2015
Q1 | $787K | Buy |
21,300
+12,450
| +141% | +$460K | 0.03% | 341 |
|
2014
Q4 | $402K | Buy |
+8,850
| New | +$402K | 0.01% | 433 |
|