Independent Advisor Alliance’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 | $645K | Buy |
5,871
+1,158
| +25% | +$127K | 0.02% | 513 |
|
|
2025
Q1 | $455K | Buy |
4,713
+117
| +3% | +$11.3K | 0.02% | 550 |
|
|
2024
Q4 | $457K | Buy |
4,596
+405
| +10% | +$40.3K | 0.01% | 988 |
|
|
2024
Q3 | $330K | Sell |
4,191
-824
| -16% | -$64.8K | 0.01% | 539 |
|
|
2024
Q2 | $356K | Buy |
5,015
+10
| +0.2% | +$710 | 0.01% | 531 |
|
|
2024
Q1 | $306K | Sell |
5,005
-56
| -1% | -$3.42K | 0.01% | 563 |
|
|
2023
Q4 | $277K | Sell |
5,061
-43
| -0.8% | -$2.36K | 0.01% | 564 |
|
|
2023
Q3 | $270K | Buy |
+5,104
| New | +$270K | 0.01% | 537 |
|