Carson Wealth (CWM LLC)’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 | $632K | Buy |
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|
2025
Q2 | $484K | Buy |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $351K | Buy |
|
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|
2024
Q3 | $263K | Buy |
|
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|
2024
Q2 | $208K | Sell |
|
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $169K | Buy |
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|
2023
Q3 | $142K | Sell |
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|
2023
Q2 | $195K | Buy |
|
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|
2023
Q1 | $172K | Buy |
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|
2022
Q4 | $138K | Buy |
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|
2022
Q3 | $116K | Buy |
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|
2022
Q2 | $79K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $101K | Buy |
|