HB Wealth Management’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
$400K Sell
3,641
-354
-9% -$38.9K ﹤0.01% 810
2025
Q1
$385K Buy
3,995
+987
+33% +$95.2K ﹤0.01% 844
2024
Q4
$299K Buy
+3,008
New +$299K ﹤0.01% 804