JFS Wealth Advisors’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46K | Buy |
77
+9
| +13% | +$989 | ﹤0.01% | 915 |
|
|
2025
Q1 | $6.56K | Hold |
68
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q4 | $6.76K | Buy |
68
+9
| +15% | +$895 | ﹤0.01% | 1001 |
|
|
2024
Q3 | $4.64K | Buy |
59
+2
| +4% | +$157 | ﹤0.01% | 1147 |
|
|
2024
Q2 | $4.05K | Sell |
57
-1
| -2% | -$71 | ﹤0.01% | 1154 |
|
|
2024
Q1 | $3.54K | Sell |
58
-9
| -13% | -$550 | ﹤0.01% | 1234 |
|
|
2023
Q4 | $3.67K | Buy |
67
+15
| +29% | +$822 | ﹤0.01% | 1177 |
|
|
2023
Q3 | $2.75K | Buy |
52
+17
| +49% | +$900 | ﹤0.01% | 1235 |
|
|
2023
Q2 | $1.74K | Buy |
35
+5
| +17% | +$248 | ﹤0.01% | 1433 |
|
|
2023
Q1 | $1.48K | Sell |
30
-6
| -17% | -$296 | ﹤0.01% | 1467 |
|
|
2022
Q4 | $1.99K | Buy |
36
+2
| +6% | +$111 | ﹤0.01% | 1375 |
|
|
2022
Q3 | $2K | Buy |
34
+9
| +36% | +$529 | ﹤0.01% | 1306 |
|
|
2022
Q2 | $1K | Buy |
25
+11
| +79% | +$440 | ﹤0.01% | 1507 |
|
|
2022
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1623 |
|