SS&H Financial Advisors’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 | $648K | Hold |
5,900
| – | – | 0.22% | 75 |
|
|
2025
Q1 | $569K | Hold |
5,900
| – | – | 0.21% | 82 |
|
|
2024
Q4 | $587K | Sell |
5,900
-300
| -5% | -$29.8K | 0.21% | 84 |
|
|
2024
Q3 | $488K | Hold |
6,200
| – | – | 0.18% | 93 |
|
|
2024
Q2 | $440K | Hold |
6,200
| – | – | 0.17% | 95 |
|
|
2024
Q1 | $378K | Hold |
6,200
| – | – | 0.16% | 100 |
|
|
2023
Q4 | $340K | Sell |
6,200
-375
| -6% | -$20.6K | 0.14% | 104 |
|
|
2023
Q3 | $348K | Buy |
+6,575
| New | +$348K | 0.16% | 100 |
|
|
2023
Q1 | $391K | Buy |
7,912
+2,400
| +44% | +$118K | 0.18% | 101 |
|
|
2022
Q4 | $305K | Hold |
5,512
| – | – | 0.15% | 103 |
|
|
2022
Q3 | $286K | Hold |
5,512
| – | – | 0.15% | 104 |
|
|
2022
Q2 | $270K | Hold |
5,512
| – | – | 0.12% | 112 |
|
|
2022
Q1 | $299K | Buy |
+5,512
| New | +$299K | 0.12% | 121 |
|