Caprock Group’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $653K | Sell |
6,715
-112
| -2% | -$10.9K | 0.02% | 614 |
|
|
2024
Q4 | $683K | Buy |
6,827
+2,769
| +68% | +$277K | 0.02% | 522 |
|
|
2024
Q3 | $322K | Buy |
4,058
+143
| +4% | +$11.4K | 0.01% | 705 |
|
|
2024
Q2 | $281K | Buy |
3,915
+236
| +6% | +$16.9K | 0.01% | 705 |
|
|
2024
Q1 | $227K | Sell |
3,679
-4,343
| -54% | -$269K | 0.01% | 645 |
|
|
2023
Q4 | $445K | Buy |
+8,022
| New | +$445K | 0.03% | 422 |
|