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Ballentine Partners’s DT Midstream DTM Stock Holding History

Ballentine Partners’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Buy
2,604
+106
+4% +$11.7K ﹤0.01% 710
2025
Q1 		$241K Buy
2,498
+114
+5% +$11K ﹤0.01% 708
2024
Q4 		$237K Buy
+2,384
New +$237K ﹤0.01% 707