Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5K | Hold |
50
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $4.82K | Sell |
50
-381
| -88% | -$36.8K | ﹤0.01% | 385 |
|
|
2024
Q4 | $42.9K | Hold |
431
| – | – | ﹤0.01% | 236 |
|
|
2024
Q3 | $33.9K | Sell |
431
-499
| -54% | -$39.3K | ﹤0.01% | 259 |
|
|
2024
Q2 | $66.1K | Hold |
930
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $56.8K | Hold |
930
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $51K | Hold |
930
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $49.2K | Hold |
930
| – | – | 0.01% | 174 |
|
|
2023
Q2 | $46.1K | Hold |
930
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $45.9K | Hold |
930
| – | – | 0.01% | 176 |
|
|
2022
Q4 | $51.4K | Hold |
930
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $48K | Buy |
930
+397
| +74% | +$20.5K | 0.01% | 165 |
|
|
2022
Q2 | $26K | Buy |
533
+86
| +19% | +$4.2K | 0.01% | 184 |
|
|
2022
Q1 | $24K | Hold |
447
| – | – | 0.01% | 238 |
|
|
2021
Q4 | $21K | Buy |
+447
| New | +$21K | 0.01% | 322 |
|