Caldwell Trust’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7K | Hold |
125
|
|
||||
|
2025
Q1 | $12.1K | Hold |
125
|
|
||||
|
2024
Q4 | $12.4K | Hold |
125
|
|
||||
|
2024
Q3 | $9.83K | Hold |
125
|
|
||||
|
2024
Q2 | $8.88K | Hold |
125
|
|
||||
|
2024
Q1 | $7.64K | Hold |
125
|
|
||||
|
2023
Q4 | $6.85K | Sell |
125
-302
|
|
||||
|
2023
Q3 | $22.6K | Hold |
427
|
|
||||
|
2023
Q2 | $21.2K | Sell |
427
-50
|
|
||||
|
2023
Q1 | $23.5K | Sell |
477
-351
|
|
||||
|
2022
Q4 | $45.8K | Hold |
828
|
|
||||
|
2022
Q3 | $43K | Hold |
828
|
|
||||
|
2022
Q2 | $40.6K | Buy |
828
+456
|
|
||||
|
2022
Q1 | $20.2K | Hold |
372
|
|
||||
|
2021
Q4 | $17.8K | Sell |
372
-62
|
|
||||
|
2021
Q3 | $20.1K | Buy |
+434
|
|