JFS Wealth Advisors’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46K | Buy |
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|
2025
Q1 | $6.56K | Hold |
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|
2024
Q4 | $6.76K | Buy |
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|
2024
Q3 | $4.64K | Buy |
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|
2024
Q2 | $4.05K | Sell |
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|
2024
Q1 | $3.54K | Sell |
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|
2023
Q4 | $3.67K | Buy |
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|
2023
Q3 | $2.75K | Buy |
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|
2023
Q2 | $1.74K | Buy |
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|
2023
Q1 | $1.48K | Sell |
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|
2022
Q4 | $1.99K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $1K | Buy |
|