Davenport & Co’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 | $204K | Buy |
+1,858
| New | +$204K | ﹤0.01% | 1147 |
|
2023
Q2 | – | Sell |
-9,221
| Closed | -$455K | – | 1036 |
|
2023
Q1 | $455K | Buy |
9,221
+1,200
| +15% | +$59.2K | ﹤0.01% | 730 |
|
2022
Q4 | $443K | Buy |
8,021
+2,800
| +54% | +$155K | ﹤0.01% | 719 |
|
2022
Q3 | $271K | Buy |
+5,221
| New | +$271K | ﹤0.01% | 823 |
|