U.S. Capital Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-35,000
Closed -$1.46M 707
2023
Q1
$1.46M Sell
35,000
-7,500
-18% -$312K 0.07% 253
2022
Q4
$1.65M Hold
42,500
0.08% 241
2022
Q3
$1.6M Hold
42,500
0.08% 233
2022
Q2
$1.26M Hold
42,500
0.06% 309
2022
Q1
$1.43M Hold
42,500
0.05% 330
2021
Q4
$1.17M Hold
42,500
0.05% 368
2021
Q3
$1.2M Buy
+42,500
New +$1.17M 0.05% 353

Other funds holding DCP

U.S. Capital Wealth Advisors's DCP Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 35,000 shares — an estimated $1.46M sold.

U.S. Capital Wealth Advisors first reported a position in DCP in Q3 2021 and held it in 7 quarters. The position peaked at $1.65M in Q4 2022. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

  • U.S. Capital Wealth Advisors reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 35,000 DCP Midstream, LP shares in Q2 2023, an estimated $1.46M.
  • U.S. Capital Wealth Advisors first reported a position in DCP Midstream, LP in Q3 2021 and held it in 7 quarters.
  • U.S. Capital Wealth Advisors's DCP Midstream, LP position peaked at $1.65M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.