Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-52,466
| Closed | -$2.59M | – | 198 |
|
|
2023
Q1 | $2.59M | Sell |
52,466
-794
| -1% | -$39.2K | 0.51% | 54 |
|
|
2022
Q4 | $2.94M | Sell |
53,260
-739
| -1% | -$40.8K | 0.62% | 48 |
|
|
2022
Q3 | $2.8M | Buy |
53,999
+315
| +0.6% | +$16.3K | 0.64% | 44 |
|
|
2022
Q2 | $2.63M | Buy |
53,684
+520
| +1% | +$25.5K | 0.58% | 51 |
|
|
2022
Q1 | $2.89M | Buy |
53,164
+467
| +0.9% | +$25.3K | 0.52% | 61 |
|
|
2021
Q4 | $2.53M | Buy |
52,697
+994
| +2% | +$47.7K | 0.42% | 88 |
|
|
2021
Q3 | $2.39M | Buy |
+51,703
| New | +$2.39M | 0.44% | 91 |
|