BWM
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Bernard Wealth Management’s DT Midstream DTM Stock Holding History

Bernard Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.91M Buy
17,344
+510
+3% +$56.1K 0.88% 23
2025
Q1 		$1.62M Buy
16,834
+104
+0.6% +$10K 0.79% 25
2024
Q4 		$1.66M Buy
+16,730
New +$1.66M 0.78% 25