WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1384 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1259 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1320 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1318 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1342 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1297 |
|
|
2015
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1391 |
|
|
2015
Q3 | – | Sell |
-109
| Closed | -$3K | – | 1733 |
|
|
2015
Q2 | $3K | Buy |
109
+3
| +3% | +$83 | ﹤0.01% | 1435 |
|
|
2015
Q1 | $4K | Sell |
106
-1,163
| -92% | -$43.9K | ﹤0.01% | 1427 |
|
|
2014
Q4 | $58K | Sell |
1,269
-3,232
| -72% | -$148K | 0.01% | 825 |
|
|
2014
Q3 | $245K | Buy |
4,501
+48
| +1% | +$2.61K | 0.05% | 402 |
|
|
2014
Q2 | $254K | Buy |
4,453
+145
| +3% | +$8.27K | 0.05% | 401 |
|
|
2014
Q1 | $216K | Sell |
4,308
-403
| -9% | -$20.2K | 0.04% | 413 |
|
|
2013
Q4 | $237K | Buy |
4,711
+42
| +0.9% | +$2.11K | 0.03% | 478 |
|
|
2013
Q3 | $232K | Buy |
4,669
+59
| +1% | +$2.93K | 0.04% | 448 |
|
|
2013
Q2 | $249K | Buy |
+4,610
| New | +$249K | 0.04% | 416 |
|