SS&H Financial 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 | $667K | Hold |
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|
2025
Q2 | $648K | Hold |
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|
2025
Q1 | $569K | Hold |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $378K | Hold |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $299K | Buy |
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