Creative Planning’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 | $4.81M | Buy |
43,781
+1,019
| +2% | +$112K | ﹤0.01% | 775 |
|
|
2025
Q1 | $4.13M | Buy |
42,762
+362
| +0.9% | +$34.9K | ﹤0.01% | 788 |
|
|
2024
Q4 | $4.22M | Buy |
42,400
+600
| +1% | +$59.7K | ﹤0.01% | 722 |
|
|
2024
Q3 | $3.29M | Buy |
41,800
+3,145
| +8% | +$247K | ﹤0.01% | 814 |
|
|
2024
Q2 | $2.75M | Buy |
38,655
+907
| +2% | +$64.4K | ﹤0.01% | 852 |
|
|
2024
Q1 | $2.31M | Buy |
37,748
+1,764
| +5% | +$108K | ﹤0.01% | 911 |
|
|
2023
Q4 | $1.97M | Buy |
35,984
+3,444
| +11% | +$189K | ﹤0.01% | 921 |
|
|
2023
Q3 | $1.72M | Buy |
32,540
+511
| +2% | +$27K | ﹤0.01% | 925 |
|
|
2023
Q2 | $1.59M | Buy |
32,029
+9,755
| +44% | +$484K | ﹤0.01% | 917 |
|
|
2023
Q1 | $1.1M | Sell |
22,274
-3,215
| -13% | -$159K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $1.41M | Buy |
25,489
+1,493
| +6% | +$82.5K | ﹤0.01% | 872 |
|
|
2022
Q3 | $1.25M | Sell |
23,996
-955
| -4% | -$49.5K | ﹤0.01% | 867 |
|
|
2022
Q2 | $1.22M | Buy |
24,951
+680
| +3% | +$33.3K | ﹤0.01% | 884 |
|
|
2022
Q1 | $1.32M | Buy |
24,271
+1,694
| +8% | +$91.9K | ﹤0.01% | 863 |
|
|
2021
Q4 | $1.08M | Sell |
22,577
-685
| -3% | -$32.9K | ﹤0.01% | 923 |
|
|
2021
Q3 | $1.08M | Buy |
+23,262
| New | +$1.08M | ﹤0.01% | 911 |
|