Perigon Wealth Management’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$215K Buy
2025
Q1
Sell
2024
Q4
$565K Buy
2024
Q3
$340K Buy
2024
Q2
$301K Buy
2024
Q1
$258K Buy