AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
11,759
+515
| +5% | +$56.6K | 0.01% | 654 |
|
|
2025
Q1 | $1.08M | Buy |
11,244
+4,394
| +64% | +$424K | 0.01% | 685 |
|
|
2024
Q4 | $681K | Buy |
6,850
+49
| +0.7% | +$4.87K | 0.01% | 810 |
|
|
2024
Q3 | $535K | Sell |
6,801
-74
| -1% | -$5.82K | ﹤0.01% | 870 |
|
|
2024
Q2 | $488K | Buy |
6,875
+1,663
| +32% | +$118K | ﹤0.01% | 891 |
|
|
2024
Q1 | $318K | Sell |
5,212
-10,436
| -67% | -$638K | ﹤0.01% | 942 |
|
|
2023
Q4 | $855K | Buy |
15,648
+1,276
| +9% | +$69.8K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $761K | Buy |
14,372
+155
| +1% | +$8.2K | ﹤0.01% | 1205 |
|
|
2023
Q2 | $705K | Sell |
14,217
-7,203
| -34% | -$357K | ﹤0.01% | 1231 |
|
|
2023
Q1 | $1.06M | Buy |
21,420
+4,412
| +26% | +$218K | 0.01% | 1021 |
|
|
2022
Q4 | $940K | Sell |
17,008
-4,148
| -20% | -$229K | 0.01% | 1011 |
|
|
2022
Q3 | $1.1M | Sell |
21,156
-978
| -4% | -$50.8K | 0.01% | 905 |
|
|
2022
Q2 | $1.09M | Buy |
+22,134
| New | +$1.09M | 0.01% | 859 |
|
|
2022
Q1 | – | Sell |
-25,352
| Closed | -$1.22M | – | 1707 |
|
|
2021
Q4 | $1.22M | Buy |
25,352
+5,734
| +29% | +$275K | 0.01% | 859 |
|
|
2021
Q3 | $907K | Buy |
+19,618
| New | +$907K | 0.01% | 900 |
|