Legend Financial Advisors’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 |
-32
| Closed | -$2.27K | – | 195 |
|
2024
Q2 | $2.27K | Hold |
32
| – | – | ﹤0.01% | 224 |
|
2024
Q1 | $1.96K | Hold |
32
| – | – | ﹤0.01% | 176 |
|
2023
Q4 | $1.75K | Hold |
32
| – | – | ﹤0.01% | 181 |
|
2023
Q3 | $1.69K | Hold |
32
| – | – | ﹤0.01% | 183 |
|
2023
Q2 | $1.59K | Hold |
32
| – | – | ﹤0.01% | 202 |
|
2023
Q1 | $1.58K | Hold |
32
| – | – | ﹤0.01% | 214 |
|
2022
Q4 | $1.77K | Hold |
32
| – | – | ﹤0.01% | 223 |
|
2022
Q3 | $1.66K | Buy |
+32
| New | +$1.66K | ﹤0.01% | 209 |
|