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Axxcess Wealth Management’s DT Midstream DTM Stock Holding History

Axxcess Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$280K Buy
2,547
+34
+1% +$3.74K 0.01% 738
2025
Q1 		$242K Sell
2,513
-5,174
-67% -$499K 0.01% 756
2024
Q4 		$764K Buy
+7,687
New +$764K 0.02% 459