LGT 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-49
| Closed | -$4.87K | – | 422 |
|
2024
Q4 | $4.87K | Hold |
49
| – | – | 0.01% | 551 |
|
2024
Q3 | $3.85K | Hold |
49
| – | – | 0.01% | 578 |
|
2024
Q2 | $3.48K | Hold |
49
| – | – | 0.01% | 654 |
|
2024
Q1 | $2.99K | Hold |
49
| – | – | ﹤0.01% | 698 |
|
2023
Q4 | $2.69K | Sell |
49
-7
| -13% | -$384 | ﹤0.01% | 760 |
|
2023
Q3 | $2.96K | Buy |
+56
| New | +$2.96K | ﹤0.01% | 727 |
|