Executive Wealth Management’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.06M Buy
2024
Q3
$831K Buy
2024
Q2
$654K Buy
2024
Q1
$555K Sell
2023
Q4
$500K Buy
2023
Q3
$426K Sell
2023
Q2
$414K Sell
2023
Q1
$447K Sell
2022
Q4
$524K Buy
2022
Q3
$485 Sell
2022
Q2
$498K Buy
2022
Q1
$546K Sell
2021
Q4
$487K Buy
2021
Q3
$245K Buy