Glassman Wealth Services’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-425
| Closed | -$23.3K | – | 670 |
|
|
2023
Q4 | $23.3K | Sell |
425
-1
| -0.2% | -$55 | ﹤0.01% | 649 |
|
|
2023
Q3 | $22.5K | Hold |
426
| – | – | ﹤0.01% | 634 |
|
|
2023
Q2 | $21.1K | Sell |
426
-10
| -2% | -$496 | ﹤0.01% | 603 |
|
|
2023
Q1 | $21.5K | Buy |
436
+10
| +2% | +$494 | ﹤0.01% | 620 |
|
|
2022
Q4 | $23.5K | Buy |
426
+4
| +0.9% | +$221 | ﹤0.01% | 625 |
|
|
2022
Q3 | $22K | Hold |
422
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $21K | Buy |
+422
| New | +$21K | ﹤0.01% | 601 |
|
|
2022
Q1 | – | Sell |
-432
| Closed | -$21K | – | 1709 |
|
|
2021
Q4 | $21K | Buy |
432
+3
| +0.7% | +$146 | ﹤0.01% | 594 |
|
|
2021
Q3 | $20K | Buy |
+429
| New | +$20K | ﹤0.01% | 578 |
|