Global Financial Private Client’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 | – | Sell |
-18
| Closed | -$1.74K | – | 602 |
|
|
2025
Q1 | $1.74K | Buy |
18
+10
| +125% | +$965 | ﹤0.01% | 909 |
|
|
2024
Q4 | $795 | Buy |
8
+6
| +300% | +$596 | ﹤0.01% | 827 |
|
|
2024
Q3 | $157 | Hold |
2
| – | – | ﹤0.01% | 797 |
|
|
2024
Q2 | $142 | Hold |
2
| – | – | ﹤0.01% | 672 |
|
|
2024
Q1 | $122 | Hold |
2
| – | – | ﹤0.01% | 692 |
|
|
2023
Q4 | $110 | Hold |
2
| – | – | ﹤0.01% | 680 |
|
|
2023
Q3 | $103 | Hold |
2
| – | – | ﹤0.01% | 674 |
|
|
2023
Q2 | $100 | Hold |
2
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $98 | Hold |
2
| – | – | ﹤0.01% | 677 |
|
|
2022
Q4 | $111 | Hold |
2
| – | – | ﹤0.01% | 669 |
|
|
2022
Q3 | $106 | Hold |
2
| – | – | ﹤0.01% | 646 |
|
|
2022
Q2 | $99 | Hold |
2
| – | – | ﹤0.01% | 648 |
|
|
2022
Q1 | $110 | Hold |
2
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $96 | Hold |
2
| – | – | ﹤0.01% | 640 |
|
|
2021
Q3 | $94 | Hold |
2
| – | – | ﹤0.01% | 596 |
|
|
2021
Q2 | $84 | Buy |
+2
| New | +$84 | ﹤0.01% | 598 |
|