RBA
Richard Bernstein Advisors’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-55,433
| Closed | -$5.35M | – | 219 |
|
|
2025
Q1 | $5.35M | Sell |
55,433
-2,361
| -4% | -$228K | 0.13% | 54 |
|
|
2024
Q4 | $5.75M | Hold |
57,794
| – | – | 0.13% | 56 |
|
|
2024
Q3 | $4.55M | Hold |
57,794
| – | – | 0.1% | 86 |
|
|
2024
Q2 | $4.11M | Hold |
57,794
| – | – | 0.09% | 88 |
|
|
2024
Q1 | $3.53M | Hold |
57,794
| – | – | 0.08% | 117 |
|
|
2023
Q4 | $3.17M | Buy |
57,794
+43
| +0.1% | +$2.36K | 0.07% | 125 |
|
|
2023
Q3 | $3.06M | Buy |
+57,751
| New | +$3.06M | 0.07% | 100 |
|