Envestnet Asset Management’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
$25.1M Buy
228,248
+5,707
+3% +$627K 0.01% 1114
2025
Q1
$21.5M Buy
222,541
+6,715
+3% +$648K 0.01% 1148
2024
Q4
$21.5M Buy
215,826
+4,628
+2% +$460K 0.01% 1158
2024
Q3
$16.6M Buy
211,198
+89,322
+73% +$7.03M 0.01% 1307
2024
Q2
$8.66M Buy
121,876
+16,171
+15% +$1.15M ﹤0.01% 1652
2024
Q1
$6.46M Buy
105,705
+4,197
+4% +$256K ﹤0.01% 1806
2023
Q4
$5.56M Sell
101,508
-55,644
-35% -$3.05M ﹤0.01% 1817
2023
Q3
$8.32M Buy
157,152
+102,255
+186% +$5.41M ﹤0.01% 1491
2023
Q2
$2.72M Buy
54,897
+2,634
+5% +$131K ﹤0.01% 2087
2023
Q1
$2.58M Buy
52,263
+12,505
+31% +$617K ﹤0.01% 2049
2022
Q4
$2.2M Sell
39,758
-3,372
-8% -$186K ﹤0.01% 2099
2022
Q3
$2.24M Buy
43,130
+9,922
+30% +$515K ﹤0.01% 2016
2022
Q2
$1.63M Buy
33,208
+7,498
+29% +$368K ﹤0.01% 2238
2022
Q1
$1.4M Buy
25,710
+1,317
+5% +$71.5K ﹤0.01% 2419
2021
Q4
$1.17M Buy
24,393
+1,402
+6% +$67.2K ﹤0.01% 2528
2021
Q3
$1.06M Buy
+22,991
New +$1.06M ﹤0.01% 2502