Heron Financial Group’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,078
| Closed | -$212K | – | 130 |
|
|
2022
Q3 | $212K | Buy |
+4,078
| New | +$212K | 0.13% | 123 |
|
|
2022
Q2 | – | Sell |
-4,577
| Closed | -$248K | – | 143 |
|
|
2022
Q1 | $248K | Sell |
4,577
-299
| -6% | -$16.2K | 0.13% | 123 |
|
|
2021
Q4 | $257K | Sell |
4,876
-76
| -2% | -$4.01K | 0.14% | 121 |
|
|
2021
Q3 | $229K | Buy |
+4,952
| New | +$229K | 0.13% | 132 |
|