Gratus Capital’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$16.6M Buy
233,217
+5,499
+2% +$391K 0.66% 45
2024
Q1
$13.9M Buy
227,718
+4,211
+2% +$257K 0.64% 47
2023
Q4
$12.2M Sell
223,507
-773
-0.3% -$42.4K 0.69% 50
2023
Q3
$11.9M Sell
224,280
-1,386
-0.6% -$73.3K 0.8% 39
2023
Q2
$11.2M Buy
225,666
+4,416
+2% +$219K 0.76% 44
2023
Q1
$10.9M Sell
221,250
-3,891
-2% -$192K 0.83% 44
2022
Q4
$12.4M Buy
225,141
+11,579
+5% +$640K 1.02% 36
2022
Q3
$11.1M Buy
213,562
+21,715
+11% +$1.13M 1.17% 34
2022
Q2
$9.4M Buy
191,847
+7,182
+4% +$352K 1.05% 39
2022
Q1
$10M Buy
184,665
+8,469
+5% +$460K 0.96% 41
2021
Q4
$8.45M Buy
176,196
+8,190
+5% +$393K 0.78% 49
2021
Q3
$7.77M Buy
+168,006
New +$7.77M 0.83% 50