Bell Investment Advisors’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 | $26.7K | Hold |
243
| – | – | ﹤0.01% | 348 |
|
|
2025
Q1 | $23.4K | Sell |
243
-5
| -2% | -$482 | ﹤0.01% | 348 |
|
|
2024
Q4 | $24.7K | Buy |
248
+5
| +2% | +$497 | ﹤0.01% | 336 |
|
|
2024
Q3 | $19.1K | Hold |
243
| – | – | ﹤0.01% | 415 |
|
|
2024
Q2 | $17.3K | Buy |
243
+14
| +6% | +$994 | ﹤0.01% | 428 |
|
|
2024
Q1 | $14K | Sell |
229
-68
| -23% | -$4.16K | ﹤0.01% | 467 |
|
|
2023
Q4 | $16.3K | Buy |
297
+37
| +14% | +$2.03K | ﹤0.01% | 405 |
|
|
2023
Q3 | $13.8K | Sell |
260
-40
| -13% | -$2.12K | ﹤0.01% | 395 |
|
|
2023
Q2 | $14.9K | Buy |
300
+65
| +28% | +$3.22K | ﹤0.01% | 379 |
|
|
2023
Q1 | $11.6K | Sell |
235
-68
| -22% | -$3.36K | ﹤0.01% | 439 |
|
|
2022
Q4 | $16.7K | Buy |
303
+121
| +66% | +$6.69K | ﹤0.01% | 340 |
|
|
2022
Q3 | $9K | Sell |
182
-3
| -2% | -$148 | ﹤0.01% | 440 |
|
|
2022
Q2 | $9K | Buy |
+185
| New | +$9K | ﹤0.01% | 453 |
|
|
2021
Q4 | $6K | Sell |
119
-11
| -8% | -$555 | ﹤0.01% | 675 |
|
|
2021
Q3 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 621 |
|