Kelly Financial Services’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-599
| Closed | -$42.5K | – | 275 |
|
|
2024
Q2 | $42.5K | Buy |
599
+1
| +0.2% | +$71 | 0.02% | 245 |
|
|
2024
Q1 | $36.5K | Hold |
598
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $32.7K | Buy |
598
+1
| +0.2% | +$55 | 0.01% | 252 |
|
|
2023
Q3 | $31.6K | Buy |
597
+1
| +0.2% | +$53 | 0.01% | 232 |
|
|
2023
Q2 | $29.6K | Hold |
596
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $29.4K | Buy |
596
+1
| +0.2% | +$49 | 0.01% | 236 |
|
|
2022
Q4 | $32.9K | Hold |
595
| – | – | 0.02% | 214 |
|
|
2022
Q3 | $30.9K | Buy |
595
+1
| +0.2% | +$52 | 0.02% | 211 |
|
|
2022
Q2 | $29.1K | Hold |
594
| – | – | 0.02% | 216 |
|
|
2022
Q1 | $32.2K | Buy |
594
+1
| +0.2% | +$54 | 0.01% | 226 |
|
|
2021
Q4 | $28.5K | Hold |
593
| – | – | 0.01% | 230 |
|
|
2021
Q3 | $27.4K | Buy |
+593
| New | +$27.4K | 0.02% | 219 |
|