GWMIA
Global Wealth Management Investment Advisory’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-106
| Closed | -$5.81K | – | 225 |
|
|
2023
Q4 | $5.81K | Hold |
106
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $5.61K | Hold |
106
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $5.25K | Buy |
+106
| New | +$5.25K | ﹤0.01% | 335 |
|
|
2022
Q3 | – | Sell |
-106
| Closed | -$5K | – | 235 |
|
|
2022
Q2 | $5K | Hold |
106
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $6K | Hold |
106
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $5K | Hold |
106
| – | – | ﹤0.01% | 351 |
|
|
2021
Q3 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 354 |
|