Fiduciary Alliance’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,969
| Closed | -$304K | – | 216 |
|
|
2024
Q1 | $304K | Buy |
4,969
+5
| +0.1% | +$306 | 0.05% | 154 |
|
|
2023
Q4 | $272K | Buy |
4,964
+5
| +0.1% | +$274 | 0.05% | 153 |
|
|
2023
Q3 | $262K | Buy |
4,959
+4,558
| +1,137% | +$241K | 0.06% | 146 |
|
|
2023
Q2 | $19.9K | Buy |
+401
| New | +$19.9K | ﹤0.01% | 455 |
|