INVST’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $788K | Sell |
8,169
-3,396
| -29% | -$328K | 0.11% | 149 |
|
2024
Q4 | $1.15M | Sell |
11,565
-187
| -2% | -$18.6K | 0.14% | 98 |
|
2024
Q3 | $924K | Sell |
11,752
-231
| -2% | -$18.2K | 0.11% | 113 |
|
2024
Q2 | $841K | Sell |
11,983
-789
| -6% | -$55.4K | 0.09% | 118 |
|
2024
Q1 | $782K | Buy |
+12,772
| New | +$782K | 0.09% | 127 |
|