Plante Moran Financial Advisors’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Hold |
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|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $254K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $251K | Buy |
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