Clearstead Advisors’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 | $87.3K | Buy |
794
+162
| +26% | +$17.8K | ﹤0.01% | 1101 |
|
|
2025
Q1 | $61K | Hold |
632
| – | – | ﹤0.01% | 1116 |
|
|
2024
Q4 | $62.8K | Hold |
632
| – | – | ﹤0.01% | 1110 |
|
|
2024
Q3 | $49.7K | Hold |
632
| – | – | ﹤0.01% | 1206 |
|
|
2024
Q2 | $44.9K | Hold |
632
| – | – | ﹤0.01% | 1189 |
|
|
2024
Q1 | $40.9K | Hold |
632
| – | – | ﹤0.01% | 810 |
|
|
2023
Q4 | $34.6K | Sell |
632
-632
| -50% | -$34.6K | ﹤0.01% | 830 |
|
|
2023
Q3 | $66.9K | Buy |
1,264
+104
| +9% | +$5.5K | ﹤0.01% | 824 |
|
|
2023
Q2 | $57.5K | Hold |
1,160
| – | – | ﹤0.01% | 706 |
|
|
2023
Q1 | $57.3K | Hold |
1,160
| – | – | ﹤0.01% | 634 |
|
|
2022
Q4 | $64.1K | Sell |
1,160
-50
| -4% | -$2.76K | 0.01% | 586 |
|
|
2022
Q3 | $63K | Buy |
1,210
+578
| +91% | +$30.1K | 0.01% | 567 |
|
|
2022
Q2 | $31K | Hold |
632
| – | – | ﹤0.01% | 714 |
|
|
2022
Q1 | $34K | Buy |
+632
| New | +$34K | ﹤0.01% | 752 |
|