Avion Wealth’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 | $3K | Sell |
32
-8
| -20% | -$750 | ﹤0.01% | 712 |
|
|
2025
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 626 |
|
|
2024
Q4 | $3K | Buy |
40
+8
| +25% | +$600 | ﹤0.01% | 624 |
|
|
2024
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 666 |
|
|
2024
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 603 |
|
|
2024
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 662 |
|
|
2023
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 549 |
|
|
2023
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 604 |
|
|
2023
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 556 |
|