AE Wealth Management’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
|
|||||
|
2025
Q1 | $1.08M | Buy |
|
|||||
|
2024
Q4 | $681K | Buy |
|
|||||
|
2024
Q3 | $535K | Sell |
|
|||||
|
2024
Q2 | $488K | Buy |
|
|||||
|
2024
Q1 | $318K | Sell |
|
|||||
|
2023
Q4 | $855K | Buy |
|
|||||
|
2023
Q3 | $761K | Buy |
|
|||||
|
2023
Q2 | $705K | Sell |
|
|||||
|
2023
Q1 | $1.06M | Buy |
|
|||||
|
2022
Q4 | $940K | Sell |
|
|||||
|
2022
Q3 | $1.1M | Sell |
|
|||||
|
2022
Q2 | $1.08M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.22M | Buy |
|
|||||
|
2021
Q3 | $907K | Buy |
|