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