WP
DCP

WealthPLAN Partners’s DCP Midstream, LP DCP Stock Holding History

WealthPLAN Partners’s Portfolio DCP Stock Details DCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-213
Closed -$8.89K – 1421
2023
Q1 		$8.89K Buy
+213
New +$8.87K ﹤0.01% 887
2016
Q3 		– Sell
-426
Closed -$7.35K – 1087
2016
Q2 		$7.35K Buy
+426
New +$14K ﹤0.01% 1855
2015
Q4 		$5.26K Buy
+639
New +$16.5K ﹤0.01% 1321

Other funds holding DCP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WealthPLAN Partners's DCP Position: Q2 2023 in Review

WealthPLAN Partners sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 213 shares — an estimated $8.89K sold.

WealthPLAN Partners first reported a position in DCP in Q4 2015 and held it in 3 quarters. The position peaked at $8.89K in Q1 2023. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

  • WealthPLAN Partners reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 213 DCP Midstream, LP shares in Q2 2023, an estimated $8.89K.
  • WealthPLAN Partners first reported a position in DCP Midstream, LP in Q4 2015 and held it in 3 quarters.
  • WealthPLAN Partners's DCP Midstream, LP position peaked at $8.89K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.