SWM
Sculati Wealth Management’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Hold |
5,254
| – | – | 0.22% | 84 |
|
|
2025
Q1 | $507K | Hold |
5,254
| – | – | 0.21% | 74 |
|
|
2024
Q4 | $522K | Hold |
5,254
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $413K | Hold |
5,254
| – | – | 0.16% | 84 |
|
|
2024
Q2 | $373K | Hold |
5,254
| – | – | 0.16% | 86 |
|
|
2024
Q1 | $321K | Hold |
5,254
| – | – | 0.14% | 87 |
|
|
2023
Q4 | $288K | Hold |
5,254
| – | – | 0.13% | 89 |
|
|
2023
Q3 | $278K | Hold |
5,254
| – | – | 0.14% | 86 |
|
|
2023
Q2 | $260K | Sell |
5,254
-38
| -0.7% | -$1.88K | 0.13% | 92 |
|
|
2023
Q1 | $261K | Sell |
5,292
-40
| -0.8% | -$1.98K | 0.14% | 96 |
|
|
2022
Q4 | $295K | Sell |
5,332
-30
| -0.6% | -$1.66K | 0.17% | 85 |
|
|
2022
Q3 | $278K | Hold |
5,362
| – | – | 0.16% | 96 |
|
|
2022
Q2 | $263K | Hold |
5,362
| – | – | 0.15% | 101 |
|
|
2022
Q1 | $291K | Sell |
5,362
-1,433
| -21% | -$77.8K | 0.14% | 97 |
|
|
2021
Q4 | $326K | Hold |
6,795
| – | – | 0.16% | 91 |
|
|
2021
Q3 | $314K | Buy |
+6,795
| New | +$314K | 0.17% | 92 |
|