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