SOA Wealth Advisors’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7K | Buy |
270
+2
| +0.7% | +$220 | 0.01% | 443 |
|
|
2025
Q1 | $25.8K | Buy |
268
+2
| +0.8% | +$193 | 0.01% | 430 |
|
|
2024
Q4 | $26.5K | Buy |
266
+2
| +0.8% | +$199 | ﹤0.01% | 410 |
|
|
2024
Q3 | $20.7K | Buy |
264
+3
| +1% | +$236 | ﹤0.01% | 443 |
|
|
2024
Q2 | $18.5K | Buy |
261
+3
| +1% | +$213 | ﹤0.01% | 451 |
|
|
2024
Q1 | $15.8K | Buy |
258
+3
| +1% | +$183 | ﹤0.01% | 473 |
|
|
2023
Q4 | $14K | Buy |
255
+3
| +1% | +$164 | ﹤0.01% | 484 |
|
|
2023
Q3 | $13.3K | Buy |
252
+4
| +2% | +$211 | ﹤0.01% | 489 |
|
|
2023
Q2 | $12.3K | Buy |
248
+3
| +1% | +$149 | ﹤0.01% | 509 |
|
|
2023
Q1 | $12.1K | Buy |
245
+3
| +1% | +$148 | ﹤0.01% | 504 |
|
|
2022
Q4 | $13.4K | Buy |
242
+3
| +1% | +$166 | ﹤0.01% | 478 |
|
|
2022
Q3 | $12K | Buy |
239
+3
| +1% | +$151 | ﹤0.01% | 478 |
|
|
2022
Q2 | $11K | Buy |
236
+3
| +1% | +$140 | ﹤0.01% | 481 |
|
|
2022
Q1 | $12K | Buy |
233
+2
| +0.9% | +$103 | ﹤0.01% | 546 |
|
|
2021
Q4 | $11K | Hold |
231
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $10K | Buy |
+231
| New | +$10K | ﹤0.01% | 584 |
|