Modern Wealth Management’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 | $764K | Buy |
6,950
+656
| +10% | +$72.1K | 0.02% | 401 |
|
|
2025
Q1 | $607K | Sell |
6,294
-58
| -0.9% | -$5.6K | 0.02% | 380 |
|
|
2024
Q4 | $632K | Buy |
6,352
+409
| +7% | +$40.7K | 0.02% | 325 |
|
|
2024
Q3 | $467K | Sell |
5,943
-38
| -0.6% | -$2.99K | 0.03% | 264 |
|
|
2024
Q2 | $425K | Buy |
5,981
+950
| +19% | +$67.5K | 0.03% | 246 |
|
|
2024
Q1 | $307K | Buy |
5,031
+63
| +1% | +$3.85K | 0.03% | 237 |
|
|
2023
Q4 | $272K | Buy |
+4,968
| New | +$272K | 0.03% | 155 |
|