Carson Wealth (CWM LLC)’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
4,405
+204
| +5% | +$22.4K | ﹤0.01% | 1607 |
|
|
2025
Q1 | $405K | Buy |
4,201
+669
| +19% | +$64.5K | ﹤0.01% | 1537 |
|
|
2024
Q4 | $351K | Buy |
3,532
+187
| +6% | +$18.6K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $263K | Buy |
3,345
+419
| +14% | +$32.9K | ﹤0.01% | 1616 |
|
|
2024
Q2 | $208K | Sell |
2,926
-346
| -11% | -$24.6K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $200K | Buy |
3,272
+188
| +6% | +$11.5K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $169K | Buy |
3,084
+401
| +15% | +$22K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $142K | Sell |
2,683
-1,254
| -32% | -$66.4K | ﹤0.01% | 1457 |
|
|
2023
Q2 | $195K | Buy |
3,937
+462
| +13% | +$22.9K | ﹤0.01% | 1261 |
|
|
2023
Q1 | $172K | Buy |
3,475
+984
| +40% | +$48.7K | ﹤0.01% | 1260 |
|
|
2022
Q4 | $138K | Buy |
2,491
+262
| +12% | +$14.5K | ﹤0.01% | 1248 |
|
|
2022
Q3 | $116K | Buy |
2,229
+610
| +38% | +$31.7K | ﹤0.01% | 1277 |
|
|
2022
Q2 | $79K | Buy |
+1,619
| New | +$79K | ﹤0.01% | 1409 |
|
|
2022
Q1 | – | Sell |
-2,106
| Closed | -$101K | – | 3575 |
|
|
2021
Q4 | $101K | Buy |
+2,106
| New | +$101K | ﹤0.01% | 1286 |
|