Farther Finance Advisors’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 | $199K | Buy |
1,809
+314
| +21% | +$34.5K | ﹤0.01% | 1387 |
|
2025
Q1 | $147K | Buy |
1,495
+296
| +25% | +$29K | ﹤0.01% | 1352 |
|
2024
Q4 | $119K | Sell |
1,199
-389
| -24% | -$38.7K | ﹤0.01% | 1230 |
|
2024
Q3 | $125K | Buy |
1,588
+84
| +6% | +$6.61K | ﹤0.01% | 1204 |
|
2024
Q2 | $106K | Buy |
1,504
+1,040
| +224% | +$73K | 0.01% | 1114 |
|
2024
Q1 | $28.4K | Sell |
464
-13
| -3% | -$796 | ﹤0.01% | 1384 |
|
2023
Q4 | $26.1K | Buy |
477
+52
| +12% | +$2.85K | ﹤0.01% | 1252 |
|
2023
Q3 | $22.5K | Buy |
425
+405
| +2,025% | +$21.4K | ﹤0.01% | 1052 |
|
2023
Q2 | $991 | Buy |
20
+7
| +54% | +$347 | ﹤0.01% | 1982 |
|
2023
Q1 | $642 | Buy |
13
+1
| +8% | +$49 | ﹤0.01% | 1944 |
|
2022
Q4 | $663 | Buy |
+12
| New | +$663 | ﹤0.01% | 1765 |
|