CWP
Concord Wealth Partners’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Hold |
410
| – | – | 0.01% | 357 |
|
|
2025
Q1 | $39.6K | Hold |
410
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $40.8K | Hold |
410
| – | – | 0.01% | 361 |
|
|
2024
Q3 | $32.3K | Hold |
410
| – | – | 0.01% | 398 |
|
|
2024
Q2 | $29.1K | Hold |
410
| – | – | 0.01% | 374 |
|
|
2024
Q1 | $25.1K | Hold |
410
| – | – | ﹤0.01% | 457 |
|
|
2023
Q4 | $22.5K | Hold |
410
| – | – | ﹤0.01% | 463 |
|
|
2023
Q3 | $21.7K | Hold |
410
| – | – | ﹤0.01% | 498 |
|
|
2023
Q2 | $20.3K | Hold |
410
| – | – | ﹤0.01% | 505 |
|
|
2023
Q1 | $20.2K | Hold |
410
| – | – | 0.01% | 493 |
|
|
2022
Q4 | $22.7K | Buy |
+410
| New | +$22.7K | 0.01% | 504 |
|
|
2022
Q3 | – | Sell |
-410
| Closed | -$20K | – | 406 |
|
|
2022
Q2 | $20K | Buy |
+410
| New | +$20K | 0.01% | 541 |
|
|
2022
Q1 | – | Sell |
-410
| Closed | -$20K | – | 1306 |
|
|
2021
Q4 | $20K | Hold |
410
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $19K | Buy |
+410
| New | +$19K | 0.01% | 382 |
|