Rise Advisors’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 | $31.3K | Buy |
285
+3
| +1% | +$329 | 0.01% | 329 |
|
|
2025
Q1 | $27.2K | Sell |
282
-57
| -17% | -$5.5K | 0.01% | 356 |
|
|
2024
Q4 | $33.7K | Buy |
339
+3
| +0.9% | +$298 | 0.02% | 345 |
|
|
2024
Q3 | $26.4K | Buy |
336
+3
| +0.9% | +$236 | 0.01% | 485 |
|
|
2024
Q2 | $23.6K | Buy |
333
+4
| +1% | +$284 | 0.01% | 512 |
|
|
2024
Q1 | $20.1K | Buy |
329
+255
| +345% | +$15.6K | 0.01% | 645 |
|
|
2023
Q4 | $4.04K | Buy |
74
+1
| +1% | +$55 | ﹤0.01% | 395 |
|
|
2023
Q3 | $3.86K | Buy |
73
+1
| +1% | +$53 | ﹤0.01% | 401 |
|
|
2023
Q2 | $3.57K | Buy |
72
+1
| +1% | +$50 | ﹤0.01% | 447 |
|
|
2023
Q1 | $3.5K | Buy |
71
+1
| +1% | +$49 | ﹤0.01% | 498 |
|
|
2022
Q4 | $3.87K | Buy |
70
+1
| +1% | +$55 | ﹤0.01% | 477 |
|
|
2022
Q3 | $4K | Buy |
69
+1
| +1% | +$58 | ﹤0.01% | 460 |
|
|
2022
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $4K | Buy |
68
+1
| +1% | +$59 | ﹤0.01% | 445 |
|
|
2021
Q4 | $3.21K | Buy |
+67
| New | +$3.21K | ﹤0.01% | 464 |
|