Secure Asset Management’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
3,424
+954
| +39% | +$105K | 0.07% | 220 |
|
|
2025
Q1 | $238K | Buy |
2,470
+157
| +7% | +$15.1K | 0.05% | 262 |
|
|
2024
Q4 | $230K | Buy |
+2,313
| New | +$230K | 0.03% | 294 |
|
|
2024
Q1 | – | Sell |
-4,245
| Closed | -$233K | – | 233 |
|
|
2023
Q4 | $233K | Buy |
4,245
+60
| +1% | +$3.29K | 0.06% | 201 |
|
|
2023
Q3 | $221K | Buy |
+4,185
| New | +$221K | 0.07% | 195 |
|
|
2023
Q1 | – | Sell |
-3,918
| Closed | -$216K | – | 192 |
|
|
2022
Q4 | $216K | Buy |
+3,918
| New | +$216K | 0.08% | 184 |
|