Atria Wealth Solutions’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
$563K Sell
5,102
-2,002
-28% -$221K 0.01% 860
2025
Q1
$687K Buy
7,104
+181
+3% +$17.5K 0.01% 1037
2024
Q4
$690K Buy
6,923
+2,493
+56% +$248K 0.01% 1074
2024
Q3
$350K Buy
+4,430
New +$350K ﹤0.01% 1409