CWM
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Curi Wealth Management’s DT Midstream DTM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4
Closed 650
2022
Q1
$0 Hold
4
﹤0.01% 546
2021
Q4
$0 Buy
+4
New ﹤0.01% 515