Edgestream Partners’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 | $5.57M | Sell |
50,662
-82,867
| -62% | -$9.11M | 0.15% | 263 |
|
2025
Q1 | $12.9M | Buy |
133,529
+110,903
| +490% | +$10.7M | 0.44% | 15 |
|
2024
Q4 | $2.25M | Buy |
+22,626
| New | +$2.25M | 0.1% | 375 |
|
2023
Q3 | – | Sell |
-26,753
| Closed | -$1.33M | – | 848 |
|
2023
Q2 | $1.33M | Buy |
+26,753
| New | +$1.33M | 0.12% | 298 |
|