Accurate Wealth Management’s DT Midstream DTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,288	Closed	-$240K	–	278
2023 Q3	$240K	Buy	4,288 +330	+8%	+$18.4K	0.08%	228
2023 Q2	$205K	Buy	+3,958	New	+$205K	0.06%	256
2023 Q1	–	Sell	-1,737	Closed	-$94.1K	–	565
2022 Q4	$94.1K	Buy	+1,737	New	+$94.1K	0.03%	318