Forum Financial Management’s DT Midstream DTM Stock Holding History

Forum Financial Management’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$489K	Buy
2025 Q2	$410K	Sell
2025 Q1	$381K	Buy
2024 Q4	$337K	Buy
2024 Q3	$254K	Buy
2024 Q2	$229K	Buy