Heritage Wealth Advisors’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 | $16.5K | Hold |
150
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $14.5K | Hold |
150
| – | – | ﹤0.01% | 400 |
|
|
2024
Q4 | $14.9K | Hold |
150
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $11.8K | Hold |
150
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $10.7K | Hold |
150
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $9.17K | Hold |
150
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $8.22K | Hold |
150
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $7.94K | Hold |
150
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $7.44K | Hold |
150
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $7.41K | Hold |
150
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $8.29K | Hold |
150
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $7.78K | Hold |
150
| – | – | ﹤0.01% | 435 |
|
|
2022
Q2 | $7K | Sell |
150
-87
| -37% | -$4.06K | ﹤0.01% | 479 |
|
|
2022
Q1 | $13K | Hold |
237
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $11K | Hold |
237
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $11K | Buy |
+237
| New | +$11K | ﹤0.01% | 435 |
|