EverSource Wealth Advisors’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
4,861
+1,252
| +35% | +$138K | 0.02% | 433 |
|
|
2025
Q1 | $348K | Buy |
3,609
+190
| +6% | +$18.3K | 0.02% | 474 |
|
|
2024
Q4 | $340K | Buy |
3,419
+552
| +19% | +$54.9K | 0.02% | 468 |
|
|
2024
Q3 | $226K | Buy |
2,867
+113
| +4% | +$8.89K | 0.01% | 522 |
|
|
2024
Q2 | $208K | Buy |
2,754
+1,789
| +185% | +$135K | 0.01% | 545 |
|
|
2024
Q1 | $60K | Buy |
965
+713
| +283% | +$44.3K | ﹤0.01% | 896 |
|
|
2023
Q4 | $13.8K | Buy |
252
+5
| +2% | +$274 | ﹤0.01% | 1414 |
|
|
2023
Q3 | $13.1K | Buy |
247
+10
| +4% | +$530 | ﹤0.01% | 1308 |
|
|
2023
Q2 | $11.7K | Buy |
237
+145
| +158% | +$7.19K | ﹤0.01% | 1376 |
|
|
2023
Q1 | $4.54K | Buy |
92
+5
| +6% | +$247 | ﹤0.01% | 1670 |
|
|
2022
Q4 | $4.81K | Hold |
87
| – | – | ﹤0.01% | 1621 |
|
|
2022
Q3 | $5K | Sell |
87
-1,088
| -93% | -$62.5K | ﹤0.01% | 1361 |
|
|
2022
Q2 | $57K | Buy |
1,175
+1,039
| +764% | +$50.4K | 0.01% | 583 |
|
|
2022
Q1 | $8K | Sell |
136
-3
| -2% | -$176 | ﹤0.01% | 1062 |
|
|
2021
Q4 | $7K | Buy |
+139
| New | +$7K | ﹤0.01% | 1100 |
|