Burkett Financial Services’s DT Midstream DTM Stock Holding History

Burkett Financial Services’s Portfolio DTM Stock Details DTM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$90.8K	Buy
2025 Q2	$87.6K	Buy
2025 Q1	$76.2K	Buy
2024 Q4	$78K	Hold
2024 Q3	$61.7K	Buy
2024 Q2	$55.2K	Buy
2024 Q1	$46.9K	Buy
2023 Q4	$41.5K	Buy