Kovitz Investment Group Partners’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 | $594K | Buy |
5,398
+280
| +5% | +$30.8K | ﹤0.01% | 925 |
|
|
2025
Q1 | $494K | Buy |
5,118
+1,250
| +32% | +$121K | ﹤0.01% | 903 |
|
|
2024
Q4 | $385K | Sell |
3,868
-490
| -11% | -$48.7K | ﹤0.01% | 964 |
|
|
2024
Q3 | $308K | Sell |
4,358
-12,581
| -74% | -$890K | ﹤0.01% | 863 |
|
|
2024
Q2 | $1.2M | Sell |
16,939
-187
| -1% | -$13.3K | 0.01% | 498 |
|
|
2024
Q1 | $1.05M | Buy |
+17,126
| New | +$1.05M | 0.01% | 404 |
|