Lakeshore Financial Planning’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	$316K	Buy	2,872 +3	+0.1%	+$330	0.13%	48
2025 Q1	$277K	Buy	2,869 +1	+0%	+$96	0.12%	55
2024 Q4	$285K	Buy	2,868 +116	+4%	+$11.5K	0.12%	53
2024 Q3	$217K	Buy	+2,752	New	+$217K	0.1%	69