Sigma Investment Counselors’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 | $418K | Buy |
3,799
+11
| +0.3% | +$1.21K | 0.02% | 147 |
|
2025
Q1 | $365K | Sell |
3,788
-268
| -7% | -$25.9K | 0.02% | 142 |
|
2024
Q4 | $403K | Buy |
4,056
+264
| +7% | +$26.3K | 0.02% | 142 |
|
2024
Q3 | $298K | Buy |
3,792
+456
| +14% | +$35.9K | 0.02% | 162 |
|
2024
Q2 | $237K | Sell |
3,336
-104
| -3% | -$7.39K | 0.01% | 176 |
|
2024
Q1 | $210K | Buy |
+3,440
| New | +$210K | 0.01% | 186 |
|
2023
Q1 | – | Sell |
-3,906
| Closed | -$216K | – | 191 |
|
2022
Q4 | $216K | Buy |
+3,906
| New | +$216K | 0.02% | 178 |
|