Ellevest Inc’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,103
| Closed | -$598K | – | 701 |
|
|
2023
Q1 | $598K | Sell |
12,103
-1,468
| -11% | -$72.5K | 0.05% | 107 |
|
|
2022
Q4 | $750K | Buy |
13,571
+2,257
| +20% | +$125K | 0.06% | 79 |
|
|
2022
Q3 | $587K | Sell |
11,314
-21
| -0.2% | -$1.09K | 0.06% | 90 |
|
|
2022
Q2 | $556K | Buy |
11,335
+2,858
| +34% | +$140K | 0.05% | 92 |
|
|
2022
Q1 | $460K | Buy |
8,477
+4,948
| +140% | +$269K | 0.04% | 141 |
|
|
2021
Q4 | $169K | Buy |
3,529
+3,422
| +3,198% | +$164K | 0.02% | 315 |
|
|
2021
Q3 | $5K | Buy |
+107
| New | +$5K | ﹤0.01% | 959 |
|