Shelton Capital Management’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 | $392K | Hold |
3,565
| – | – | 0.01% | 407 |
|
|
2025
Q1 | $344K | Sell |
3,565
-94
| -3% | -$9.07K | 0.01% | 423 |
|
|
2024
Q4 | $364K | Sell |
3,659
-152
| -4% | -$15.1K | 0.01% | 426 |
|
|
2024
Q3 | $300K | Sell |
3,811
-140
| -4% | -$11K | 0.01% | 500 |
|
|
2024
Q2 | $281K | Sell |
3,951
-245
| -6% | -$17.4K | 0.01% | 509 |
|
|
2024
Q1 | $256K | Hold |
4,196
| – | – | 0.01% | 595 |
|
|
2023
Q4 | $230K | Sell |
4,196
-313
| -7% | -$17.2K | 0.01% | 610 |
|
|
2023
Q3 | $239K | Sell |
4,509
-351
| -7% | -$18.6K | 0.01% | 564 |
|
|
2023
Q2 | $241K | Hold |
4,860
| – | – | 0.01% | 599 |
|
|
2023
Q1 | $240K | Sell |
4,860
-216
| -4% | -$10.7K | 0.01% | 587 |
|
|
2022
Q4 | $281K | Hold |
5,076
| – | – | 0.03% | 466 |
|
|
2022
Q3 | $263K | Sell |
5,076
-294
| -5% | -$15.2K | 0.01% | 498 |
|
|
2022
Q2 | $263K | Hold |
5,370
| – | – | 0.01% | 535 |
|
|
2022
Q1 | $291K | Hold |
5,370
| – | – | 0.01% | 556 |
|
|
2021
Q4 | $258K | Hold |
5,370
| – | – | 0.01% | 640 |
|
|
2021
Q3 | $248K | Buy |
+5,370
| New | +$248K | 0.01% | 650 |
|