Financial Perspectives’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 | $69.6K | Buy |
634
+3
| +0.5% | +$330 | 0.02% | 266 |
|
2025
Q1 | $60.9K | Buy |
631
+2
| +0.3% | +$193 | 0.02% | 274 |
|
2024
Q4 | $62.5K | Buy |
629
+3
| +0.5% | +$298 | 0.02% | 274 |
|
2024
Q3 | $49.2K | Buy |
626
+3
| +0.5% | +$236 | 0.02% | 287 |
|
2024
Q2 | $44.2K | Buy |
623
+4
| +0.6% | +$284 | 0.02% | 292 |
|
2024
Q1 | $37.8K | Buy |
619
+4
| +0.7% | +$244 | 0.01% | 306 |
|
2023
Q4 | $33.7K | Hold |
615
| – | – | 0.01% | 315 |
|
2023
Q3 | $32.5K | Hold |
615
| – | – | 0.01% | 303 |
|
2023
Q2 | $30.5K | Hold |
615
| – | – | 0.01% | 316 |
|
2023
Q1 | $30.4K | Hold |
615
| – | – | 0.01% | 311 |
|
2022
Q4 | $34K | Hold |
615
| – | – | 0.02% | 294 |
|
2022
Q3 | $31.9K | Hold |
615
| – | – | 0.02% | 286 |
|
2022
Q2 | $30.1K | Hold |
615
| – | – | 0.02% | 299 |
|
2022
Q1 | $33.4K | Hold |
615
| – | – | 0.02% | 302 |
|
2021
Q4 | $29.5K | Hold |
615
| – | – | 0.01% | 310 |
|
2021
Q3 | $28.4K | Buy |
+615
| New | +$28.4K | 0.01% | 312 |
|