Capital Advisors Ltd’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 | $2K | Hold |
15
| – | – | ﹤0.01% | 1051 |
|
|
2025
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1179 |
|
|
2024
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1177 |
|
|
2024
Q2 | $1K | Buy |
15
+2
| +15% | +$133 | ﹤0.01% | 1162 |
|
|
2024
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1165 |
|
|
2023
Q4 | – | Sell |
-2,189
| Closed | -$116K | – | 1337 |
|
|
2023
Q3 | $116K | Hold |
2,189
| – | – | 0.02% | 316 |
|
|
2023
Q2 | $109K | Sell |
2,189
-10
| -0.5% | -$498 | 0.02% | 332 |
|
|
2023
Q1 | $109K | Buy |
2,199
+10
| +0.5% | +$496 | 0.02% | 304 |
|
|
2022
Q4 | $121K | Hold |
2,189
| – | – | 0.02% | 294 |
|
|
2022
Q3 | $114K | Sell |
2,189
-9
| -0.4% | -$469 | 0.02% | 295 |
|
|
2022
Q2 | $108K | Hold |
2,198
| – | – | 0.02% | 300 |
|
|
2022
Q1 | $119K | Buy |
2,198
+2,189
| +24,322% | +$119K | 0.02% | 298 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 841 |
|