IFP 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 | $154K | Sell |
1,169
-432
| -27% | -$57.1K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $155K | Buy |
1,601
+344
| +27% | +$33.2K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $130K | Buy |
1,257
+345
| +38% | +$35.8K | ﹤0.01% | 1340 |
|
|
2024
Q3 | $71.8K | Sell |
912
-84
| -8% | -$6.61K | ﹤0.01% | 1560 |
|
|
2024
Q2 | $70.8K | Sell |
996
-1,186
| -54% | -$84.3K | ﹤0.01% | 1519 |
|
|
2024
Q1 | $133K | Sell |
2,182
-1,120
| -34% | -$68.4K | 0.01% | 1174 |
|
|
2023
Q4 | $181K | Sell |
3,302
-2,866
| -46% | -$157K | 0.01% | 994 |
|
|
2023
Q3 | $326K | Buy |
6,168
+3,108
| +102% | +$164K | 0.01% | 749 |
|
|
2023
Q2 | $152K | Buy |
3,060
+2,831
| +1,236% | +$140K | 0.01% | 1147 |
|
|
2023
Q1 | $9.59K | Sell |
229
-621
| -73% | -$26K | ﹤0.01% | 2310 |
|
|
2022
Q4 | $43K | Sell |
850
-139
| -14% | -$7.03K | ﹤0.01% | 2346 |
|
|
2022
Q3 | $49K | Buy |
989
+330
| +50% | +$16.4K | ﹤0.01% | 2380 |
|
|
2022
Q2 | $34K | Hold |
659
| – | – | ﹤0.01% | 2429 |
|
|
2022
Q1 | $34K | Sell |
659
-40
| -6% | -$2.06K | ﹤0.01% | 2429 |
|
|
2021
Q4 | $34K | Hold |
699
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q3 | $33K | Buy |
+699
| New | +$33K | ﹤0.01% | 1707 |
|