BerganKDV 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
2023
Q2
$1.64K Sell
2023
Q1
$6.52K Buy
2022
Q4
$939 Hold
2022
Q3
$1K Sell
2022
Q2
$2K Hold
2022
Q1
$3K Hold
2021
Q4
$2K Sell
2021
Q3
$3K Buy