J.W. Cole 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
$1.02M Buy
9,319
+334
+4% +$36.7K 0.02% 658
2025
Q1
$867K Buy
+8,985
New +$867K 0.03% 585