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IBEX Wealth Advisors’s DT Midstream DTM Stock Holding History

IBEX Wealth Advisors’s Portfolio DTM Stock Details DTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-87
Closed -$6.18K – 130
2024
Q2 		$6.18K Buy
+87
New +$6.18K ﹤0.01% 247
2021
Q4 		– Sell
-283
Closed -$13K – 250
2021
Q3 		$13K Buy
+283
New +$13K ﹤0.01% 344