Beaird Harris Wealth Management’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.65K Hold
2025
Q2
$5.5K Hold
2025
Q1
$4.82K Sell
2024
Q4
$42.9K Hold
2024
Q3
$33.9K Sell
2024
Q2
$66.1K Hold
2024
Q1
$56.8K Hold
2023
Q4
$51K Hold
2023
Q3
$49.2K Hold
2023
Q2
$46.1K Hold
2023
Q1
$45.9K Hold
2022
Q4
$51.4K Hold
2022
Q3
$48K Buy
2022
Q2
$26K Buy
2022
Q1
$24K Hold
2021
Q4
$21K Buy