Asset Dedication LLC’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
$5.5K Hold
2025
Q1
$4.82K Hold
2024
Q4
$4.97K Hold
2024
Q3
$3.93K Hold
2024
Q2
$3.55K Hold
2024
Q1
$3K Hold
2023
Q4
$3K Hold
2023
Q3
$3K Sell
2023
Q2
$16K Hold
2023
Q1
$16K Sell
2022
Q4
$19K Buy
2022
Q3
$18K Hold
2022
Q2
$16K Hold
2022
Q1
$19K Sell
2021
Q4
$18K Hold
2021
Q3
$17K Buy