Diversified Trust’s Antero Midstream AM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $710K | Buy |
37,472
+9,982
| +36% | +$189K | 0.02% | 481 |
|
2025
Q1 | $495K | Buy |
+27,490
| New | +$495K | 0.01% | 579 |
|
2019
Q4 | – | Sell |
-38,592
| Closed | -$286K | – | 454 |
|
2019
Q3 | $286K | Sell |
38,592
-8,347
| -18% | -$61.9K | 0.01% | 275 |
|
2019
Q2 | $538K | Buy |
46,939
+13,505
| +40% | +$155K | 0.03% | 189 |
|
2019
Q1 | $461K | Buy |
+33,434
| New | +$461K | 0.02% | 196 |
|
2017
Q3 | – | Sell |
-11,797
| Closed | -$259K | – | 293 |
|
2017
Q2 | $259K | Buy |
+11,797
| New | +$259K | 0.02% | 246 |
|