LRI Investments’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 | $32.8K | Sell |
298
-13
| -4% | -$1.43K | ﹤0.01% | 619 |
|
2025
Q1 | $30K | Hold |
311
| – | – | ﹤0.01% | 609 |
|
2024
Q4 | $30.9K | Hold |
311
| – | – | ﹤0.01% | 597 |
|
2024
Q3 | $30.9K | Hold |
311
| – | – | ﹤0.01% | 585 |
|
2024
Q2 | $22.1K | Hold |
311
| – | – | ﹤0.01% | 589 |
|
2024
Q1 | $19K | Buy |
+311
| New | +$19K | ﹤0.01% | 385 |
|