Rise Advisors’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$32.4K Buy
2025
Q2
$31.3K Buy
2025
Q1
$27.2K Sell
2024
Q4
$33.7K Buy
2024
Q3
$26.4K Buy
2024
Q2
$23.6K Buy
2024
Q1
$20.1K Buy
2023
Q4
$4.04K Buy
2023
Q3
$3.85K Buy
2023
Q2
$3.56K Buy
2023
Q1
$3.5K Buy
2022
Q4
$3.87K Buy
2022
Q3
$4K Buy
2022
Q2
$3K Hold
2022
Q1
$4K Buy
2021
Q4
$3.21K Buy