Center for Financial Planning’s DT Midstream DTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324K	Buy	2,410 +50	+2%	+$6.52K	0.03%	135
2025 Q4	$282K	Sell	2,360 -12	-0.5%	-$1.38K	0.03%	144
2025 Q3	$268K	Sell	2,372 -188	-7%	-$19.6K	0.03%	148
2025 Q2	$281K	Buy	2,560 +881	+52%	+$89.2K	0.03%	139
2025 Q1	$162K	Sell	1,679 -108	-6%	-$10.8K	0.02%	172
2024 Q4	$178K	Hold	1,787	–	–	0.02%	161
2024 Q3	$141K	Buy	1,787 +144	+9%	+$10.7K	0.02%	163
2024 Q2	$117K	Sell	1,643 -42	-2%	-$2.76K	0.02%	170
2024 Q1	$103K	Sell	1,685 -421	-20%	-$23.4K	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%	+$9.64K	0.02%	161
2022 Q4	$106K	Sell	1,920 -206	-10%	-$11.8K	0.03%	158
2022 Q3	$110K	Buy	2,126 +20	+0.9%	+$1.08K	0.03%	152
2022 Q2	$103K	Buy	2,106 +200	+10%	+$10.9K	0.03%	160
2022 Q1	$103K	Buy	1,906 +41	+2%	+$2.14K	0.02%	172
2021 Q4	$89K	Hold	1,865	–	–	0.02%	183
2021 Q3	$86K	Buy	+1,865	New	+$81.6K	0.02%	173