Burkett Financial Services’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 | $87.6K | Buy |
797
+7
| +0.9% | +$769 | 0.03% | 75 |
|
|
2025
Q1 | $76.2K | Buy |
790
+5
| +0.6% | +$482 | 0.03% | 76 |
|
|
2024
Q4 | $78K | Hold |
785
| – | – | 0.03% | 69 |
|
|
2024
Q3 | $61.7K | Buy |
785
+8
| +1% | +$629 | 0.03% | 75 |
|
|
2024
Q2 | $55.2K | Buy |
777
+9
| +1% | +$639 | 0.03% | 75 |
|
|
2024
Q1 | $46.9K | Buy |
768
+10
| +1% | +$611 | 0.02% | 86 |
|
|
2023
Q4 | $41.5K | Buy |
+758
| New | +$41.5K | 0.02% | 90 |
|