SOA Wealth Advisors’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.8K | Buy |
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|
2025
Q2 | $29.7K | Buy |
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|
2025
Q1 | $25.8K | Buy |
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|
2024
Q4 | $26.5K | Buy |
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|
2024
Q3 | $20.7K | Buy |
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|
2024
Q2 | $18.5K | Buy |
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|
2024
Q1 | $15.8K | Buy |
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|
2023
Q4 | $14K | Buy |
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|
2023
Q3 | $13.3K | Buy |
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|
2023
Q2 | $12.3K | Buy |
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|
2023
Q1 | $12.1K | Buy |
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|
2022
Q4 | $13.4K | Buy |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $10K | Buy |
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