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GeoWealth Management’s DT Midstream DTM Stock Holding History

GeoWealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$79.4K Sell
722
-117
-14% -$12.9K ﹤0.01% 860
2025
Q1 		$80.9K Sell
839
-639
-43% -$61.6K ﹤0.01% 827
2024
Q4 		$147K Sell
1,478
-78
-5% -$7.76K ﹤0.01% 865
2024
Q3 		$122K Buy
+1,556
New +$122K ﹤0.01% 848