Heritage Wealth Advisors’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Hold |
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|
2025
Q1 | $14.5K | Hold |
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|
2024
Q4 | $14.9K | Hold |
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|
2024
Q3 | $11.8K | Hold |
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|
2024
Q2 | $10.7K | Hold |
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|
2024
Q1 | $9.16K | Hold |
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|
2023
Q4 | $8.22K | Hold |
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|
2023
Q3 | $7.94K | Hold |
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|
2023
Q2 | $7.44K | Hold |
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|
2023
Q1 | $7.41K | Hold |
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|
2022
Q4 | $8.29K | Hold |
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|
2022
Q3 | $7.78K | Hold |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $11K | Buy |
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