SWM
Selective Wealth Management’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-137
| Closed | -$7K | – | 265 |
|
|
2022
Q3 | $7K | Hold |
137
| – | – | ﹤0.01% | 558 |
|
|
2022
Q2 | $7K | Hold |
137
| – | – | ﹤0.01% | 599 |
|
|
2022
Q1 | $7K | Hold |
137
| – | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $7K | Hold |
137
| – | – | ﹤0.01% | 516 |
|
|
2021
Q3 | $6K | Buy |
+137
| New | +$6K | ﹤0.01% | 473 |
|