CWM
Cranbrook Wealth Management’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
3,107
+2,501
| +413% | +$275K | 0.07% | 93 |
|
|
2025
Q1 | $58.5K | Hold |
606
| – | – | 0.01% | 179 |
|
|
2024
Q4 | $60.3K | Hold |
606
| – | – | 0.01% | 178 |
|
|
2024
Q3 | $47.7K | Hold |
606
| – | – | 0.01% | 190 |
|
|
2024
Q2 | $43K | Hold |
606
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $37K | Buy |
606
+137
| +29% | +$8.37K | 0.01% | 176 |
|
|
2023
Q4 | $25.7K | Hold |
469
| – | – | 0.01% | 185 |
|
|
2023
Q3 | $24.8K | Hold |
469
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $23.2K | Hold |
469
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $23.2K | Hold |
469
| – | – | 0.01% | 192 |
|
|
2022
Q4 | $25.9K | Sell |
469
-171
| -27% | -$9.45K | 0.01% | 187 |
|
|
2022
Q3 | $33K | Sell |
640
-1,770
| -73% | -$91.3K | 0.01% | 190 |
|
|
2022
Q2 | $118K | Hold |
2,410
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $131K | Hold |
2,410
| – | – | 0.03% | 123 |
|
|
2021
Q4 | $116K | Sell |
2,410
-617
| -20% | -$29.7K | 0.02% | 124 |
|
|
2021
Q3 | $140K | Buy |
+3,027
| New | +$140K | 0.03% | 120 |
|