Mercer Global 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
Q2 | $1.32M | Buy |
11,978
+209
| +2% | +$23K | ﹤0.01% | 1052 |
|
2025
Q1 | $1.14M | Buy |
11,769
+794
| +7% | +$76.6K | ﹤0.01% | 1079 |
|
2024
Q4 | $1.09M | Sell |
10,975
-1,993
| -15% | -$198K | ﹤0.01% | 1071 |
|
2024
Q3 | $1.02M | Buy |
12,968
+1,003
| +8% | +$79.1K | ﹤0.01% | 1009 |
|
2024
Q2 | $850K | Sell |
11,965
-923
| -7% | -$65.6K | ﹤0.01% | 1041 |
|
2024
Q1 | $787K | Buy |
12,888
+647
| +5% | +$39.5K | ﹤0.01% | 1063 |
|
2023
Q4 | $671K | Sell |
12,241
-523
| -4% | -$28.7K | ﹤0.01% | 1158 |
|
2023
Q3 | $675K | Sell |
12,764
-632
| -5% | -$33.4K | ﹤0.01% | 1107 |
|
2023
Q2 | $664K | Sell |
13,396
-2,217
| -14% | -$110K | ﹤0.01% | 1106 |
|
2023
Q1 | $771K | Buy |
15,613
+1,529
| +11% | +$75.5K | ﹤0.01% | 1010 |
|
2022
Q4 | $778K | Buy |
14,084
+167
| +1% | +$9.23K | ﹤0.01% | 1019 |
|
2022
Q3 | $722K | Buy |
13,917
+588
| +4% | +$30.5K | ﹤0.01% | 990 |
|
2022
Q2 | $653K | Sell |
13,329
-593
| -4% | -$29.1K | ﹤0.01% | 1023 |
|
2022
Q1 | $755K | Buy |
13,922
+6,290
| +82% | +$341K | ﹤0.01% | 1021 |
|
2021
Q4 | $366K | Buy |
7,632
+552
| +8% | +$26.5K | ﹤0.01% | 1361 |
|
2021
Q3 | $327K | Buy |
+7,080
| New | +$327K | ﹤0.01% | 1389 |
|