Cerity Partners’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 | $2.09M | Buy |
19,027
+1,994
| +12% | +$219K | ﹤0.01% | 1197 |
|
|
2025
Q1 | $1.64M | Buy |
17,033
+471
| +3% | +$45.5K | ﹤0.01% | 1206 |
|
|
2024
Q4 | $1.57M | Buy |
16,562
+2,566
| +18% | +$243K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $1.1M | Buy |
13,996
+3,161
| +29% | +$249K | ﹤0.01% | 1351 |
|
|
2024
Q2 | $770K | Buy |
10,835
+214
| +2% | +$15.2K | ﹤0.01% | 1342 |
|
|
2024
Q1 | $649K | Buy |
+10,621
| New | +$649K | ﹤0.01% | 1475 |
|