Caldwell Trust’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.1K | Hold |
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|
2025
Q2 | $13.7K | Hold |
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|
2025
Q1 | $12.1K | Hold |
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|
2024
Q4 | $12.4K | Hold |
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|
2024
Q3 | $9.83K | Hold |
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|
2024
Q2 | $8.88K | Hold |
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|
2024
Q1 | $7.64K | Hold |
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|
2023
Q4 | $6.85K | Sell |
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|
2023
Q3 | $22.6K | Hold |
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|
2023
Q2 | $21.2K | Sell |
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|
2023
Q1 | $23.5K | Sell |
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|
2022
Q4 | $45.8K | Hold |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $40.6K | Buy |
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|
2022
Q1 | $20.2K | Hold |
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|
2021
Q4 | $17.8K | Sell |
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|
2021
Q3 | $20.1K | Buy |
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