U.S. Capital Wealth Advisors’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 |
-35,000
| Closed | -$1.46M | – | 706 |
|
2023
Q1 | $1.46M | Sell |
35,000
-7,500
| -18% | -$313K | 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% | 366 |
|
2021
Q3 | $1.2M | Buy |
+42,500
| New | +$1.2M | 0.05% | 352 |
|