BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.64K | Sell |
33
-99
| -75% | -$4.91K | ﹤0.01% | 708 |
|
|
2023
Q1 | $6.52K | Buy |
132
+115
| +676% | +$5.68K | ﹤0.01% | 659 |
|
|
2022
Q4 | $939 | Hold |
17
| – | – | ﹤0.01% | 888 |
|
|
2022
Q3 | $1K | Sell |
17
-33
| -66% | -$1.94K | ﹤0.01% | 874 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 817 |
|
|
2022
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 792 |
|
|
2021
Q4 | $2K | Sell |
50
-10
| -17% | -$400 | ﹤0.01% | 905 |
|
|
2021
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 812 |
|