Beacon Pointe Advisors’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
2,703
-151
| -5% | -$16.6K | ﹤0.01% | 1042 |
|
|
2025
Q1 | $275K | Sell |
2,854
-90
| -3% | -$8.68K | ﹤0.01% | 1037 |
|
|
2024
Q4 | $293K | Buy |
+2,944
| New | +$293K | ﹤0.01% | 1008 |
|
|
2024
Q2 | – | Sell |
-3,499
| Closed | -$214K | – | 1271 |
|
|
2024
Q1 | $214K | Sell |
3,499
-311
| -8% | -$19K | ﹤0.01% | 1228 |
|
|
2023
Q4 | $209K | Buy |
+3,810
| New | +$209K | ﹤0.01% | 1191 |
|