Center for Financial Planning’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 | $281K | Buy |
2,560
+881
| +52% | +$96.8K | 0.03% | 139 |
|
|
2025
Q1 | $162K | Sell |
1,679
-108
| -6% | -$10.4K | 0.02% | 172 |
|
|
2024
Q4 | $178K | Hold |
1,787
| – | – | 0.02% | 161 |
|
|
2024
Q3 | $141K | Buy |
1,787
+144
| +9% | +$11.3K | 0.02% | 163 |
|
|
2024
Q2 | $117K | Sell |
1,643
-42
| -2% | -$2.98K | 0.02% | 170 |
|
|
2024
Q1 | $103K | Sell |
1,685
-421
| -20% | -$25.7K | 0.02% | 181 |
|
|
2023
Q4 | $115K | Hold |
2,106
| – | – | 0.02% | 162 |
|
|
2023
Q3 | $111K | Hold |
2,106
| – | – | 0.02% | 159 |
|
|
2023
Q2 | $104K | Hold |
2,106
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $104K | Buy |
2,106
+186
| +10% | +$9.18K | 0.02% | 161 |
|
|
2022
Q4 | $106K | Sell |
1,920
-206
| -10% | -$11.4K | 0.03% | 158 |
|
|
2022
Q3 | $110K | Buy |
2,126
+20
| +0.9% | +$1.04K | 0.03% | 152 |
|
|
2022
Q2 | $103K | Buy |
2,106
+200
| +10% | +$9.78K | 0.03% | 160 |
|
|
2022
Q1 | $103K | Buy |
1,906
+41
| +2% | +$2.22K | 0.02% | 172 |
|
|
2021
Q4 | $89K | Hold |
1,865
| – | – | 0.02% | 183 |
|
|
2021
Q3 | $86K | Buy |
+1,865
| New | +$86K | 0.02% | 173 |
|