Icon 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 | $253K | Hold |
2,298
| – | – | 0.02% | 335 |
|
|
2025
Q1 | $222K | Sell |
2,298
-212
| -8% | -$20.5K | 0.02% | 332 |
|
|
2024
Q4 | $250K | Sell |
2,510
-66
| -3% | -$6.56K | 0.02% | 335 |
|
|
2024
Q3 | $203K | Buy |
2,576
+4
| +0.2% | +$315 | 0.02% | 356 |
|
|
2024
Q2 | $194K | Buy |
+2,572
| New | +$194K | 0.02% | 338 |
|
|
2022
Q4 | – | Sell |
-2,496
| Closed | -$130K | – | 353 |
|
|
2022
Q3 | $130K | Buy |
+2,496
| New | +$130K | 0.02% | 357 |
|