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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Sell |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $162K | Sell |
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|
2024
Q4 | $178K | Hold |
|
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|
2024
Q3 | $141K | Buy |
|
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|
2024
Q2 | $117K | Sell |
|
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|
2024
Q1 | $103K | Sell |
|
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|
2023
Q4 | $115K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $104K | Buy |
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|
2022
Q4 | $106K | Sell |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $103K | Buy |
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|
2022
Q1 | $103K | Buy |
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|
2021
Q4 | $89K | Hold |
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|
2021
Q3 | $86K | Buy |
|