RIA
Recurrent Investment Advisors’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6M | Buy |
350,928
+750
| +0.2% | +$82.4K | 3.12% | 18 |
|
|
2025
Q1 | $33.8M | Buy |
350,178
+10,649
| +3% | +$1.03M | 2.86% | 16 |
|
|
2024
Q4 | $33.8M | Buy |
339,529
+11,670
| +4% | +$1.16M | 3.1% | 15 |
|
|
2024
Q3 | $25.8M | Buy |
327,859
+29,156
| +10% | +$2.29M | 2.56% | 16 |
|
|
2024
Q2 | $21.2M | Buy |
+298,703
| New | +$21.2M | 2.23% | 20 |
|