Prevail Innovative Wealth Advisors’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-37,898
Closed -$2.32M 157
2024
Q1
$2.32M Buy
37,898
+10,418
+38% +$637K 0.86% 43
2023
Q4
$1.51M Buy
+27,480
New +$1.51M 0.72% 60