Oliver Lagore Vanvalin Investment Group’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 | $346K | Buy |
+3,588
| New | +$346K | 0.14% | 108 |
|
|
2024
Q4 | $337K | Buy |
3,394
+1,440
| +74% | +$143K | 0.09% | 101 |
|
|
2024
Q3 | $154K | Buy |
1,954
+17
| +0.9% | +$1.34K | 0.04% | 138 |
|
|
2024
Q2 | $138K | Buy |
1,937
+35
| +2% | +$2.49K | 0.04% | 143 |
|
|
2024
Q1 | $116K | Sell |
1,902
-4
| -0.2% | -$244 | 0.03% | 163 |
|
|
2023
Q4 | $104K | Sell |
1,906
-420
| -18% | -$23K | 0.04% | 146 |
|
|
2023
Q3 | $123K | Sell |
2,326
-15
| -0.6% | -$794 | 0.05% | 149 |
|
|
2023
Q2 | $116K | Sell |
2,341
-7,455
| -76% | -$369K | 0.04% | 160 |
|
|
2023
Q1 | $484K | Buy |
9,796
+4,155
| +74% | +$205K | 0.21% | 51 |
|
|
2022
Q4 | $312K | Sell |
5,641
-3,431
| -38% | -$190K | 0.18% | 64 |
|
|
2022
Q3 | $471K | Sell |
9,072
-757
| -8% | -$39.3K | 0.3% | 51 |
|
|
2022
Q2 | $482K | Buy |
9,829
+34
| +0.3% | +$1.67K | 0.28% | 52 |
|
|
2022
Q1 | $524K | Buy |
+9,795
| New | +$524K | 0.35% | 54 |
|