EverSource Wealth Advisors’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | $60K | Buy |
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|
2023
Q4 | $13.8K | Buy |
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|
2023
Q3 | $13.1K | Buy |
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|
2023
Q2 | $11.7K | Buy |
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|
2023
Q1 | $4.54K | Buy |
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|
2022
Q4 | $4.81K | Hold |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $7K | Buy |
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