Concord Wealth Partners’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
Q2 | $45.1K | Hold |
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|
2025
Q1 | $39.6K | Hold |
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|
2024
Q4 | $40.8K | Hold |
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|
2024
Q3 | $32.3K | Hold |
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|
2024
Q2 | $29.1K | Hold |
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|
2024
Q1 | $25.1K | Hold |
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|
2023
Q4 | $22.5K | Hold |
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|
2023
Q3 | $21.7K | Hold |
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|
2023
Q2 | $20.3K | Hold |
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|
2023
Q1 | $20.2K | Hold |
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|
2022
Q4 | $22.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $19K | Buy |
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