Principia Wealth Advisory’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
$550 Hold
5
﹤0.01% 713
2025
Q1
$465 Hold
5
﹤0.01% 589
2024
Q4
$497 Buy
+5
New +$497 ﹤0.01% 548