Executive Wealth Management’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.06M | Buy |
10,612
+49
| +0.5% | +$4.87K | 0.08% | 134 |
|
|
2024
Q3 | $831K | Buy |
10,563
+1,356
| +15% | +$107K | 0.07% | 140 |
|
|
2024
Q2 | $654K | Buy |
9,207
+134
| +1% | +$9.52K | 0.12% | 69 |
|
|
2024
Q1 | $555K | Sell |
9,073
-50
| -0.5% | -$3.06K | 0.05% | 143 |
|
|
2023
Q4 | $500K | Buy |
9,123
+1,074
| +13% | +$58.9K | 0.05% | 139 |
|
|
2023
Q3 | $426K | Sell |
8,049
-305
| -4% | -$16.1K | 0.04% | 146 |
|
|
2023
Q2 | $414K | Sell |
8,354
-690
| -8% | -$34.2K | 0.04% | 141 |
|
|
2023
Q1 | $447K | Sell |
9,044
-436
| -5% | -$21.5K | 0.05% | 139 |
|
|
2022
Q4 | $524K | Buy |
9,480
+8,995
| +1,855% | +$497K | 0.06% | 133 |
|
|
2022
Q3 | $485 | Sell |
485
-9,684
| -95% | -$9.68K | 0.07% | 125 |
|
|
2022
Q2 | $498K | Buy |
10,169
+95
| +0.9% | +$4.65K | 0.07% | 125 |
|
|
2022
Q1 | $546K | Sell |
10,074
-84
| -0.8% | -$4.55K | 0.06% | 131 |
|
|
2021
Q4 | $487K | Buy |
10,158
+4,852
| +91% | +$233K | 0.05% | 141 |
|
|
2021
Q3 | $245K | Buy |
+5,306
| New | +$245K | 0.03% | 164 |
|