Kestra Private Wealth Services’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
$573K Buy
5,209
+749
+17% +$82.3K 0.01% 962
2025
Q1
$430K Buy
4,460
+2,049
+85% +$198K 0.01% 1033
2024
Q4
$240K Buy
+2,411
New +$240K ﹤0.01% 1228