Corient Private Wealth’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 | $2.33M | Sell |
21,178
-209
| -1% | -$23K | ﹤0.01% | 1047 |
|
|
2025
Q1 | $2.06M | Sell |
21,387
-1,200
| -5% | -$116K | ﹤0.01% | 969 |
|
|
2024
Q4 | $2.25M | Buy |
22,587
+1,738
| +8% | +$173K | ﹤0.01% | 954 |
|
|
2024
Q3 | $1.64M | Sell |
20,849
-169
| -0.8% | -$13.3K | ﹤0.01% | 1166 |
|
|
2024
Q2 | $1.49M | Sell |
21,018
-220
| -1% | -$15.6K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $1.3M | Buy |
21,238
+1,078
| +5% | +$65.9K | ﹤0.01% | 1220 |
|
|
2023
Q4 | $1.1M | Buy |
20,160
+2,592
| +15% | +$142K | ﹤0.01% | 1244 |
|
|
2023
Q3 | $930K | Buy |
17,568
+2,012
| +13% | +$106K | ﹤0.01% | 1216 |
|
|
2023
Q2 | $771K | Sell |
15,556
-308
| -2% | -$15.3K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $783K | Buy |
15,864
+5,683
| +56% | +$281K | ﹤0.01% | 1181 |
|
|
2022
Q4 | $563K | Buy |
+10,181
| New | +$563K | ﹤0.01% | 1101 |
|