Steward Partners Investment Advisory’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
Q2 | $107K | Buy |
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|
2025
Q1 | $81K | Buy |
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|
2024
Q4 | $67.7K | Buy |
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|
2024
Q3 | $50.3K | Buy |
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|
2024
Q2 | $31.3K | Buy |
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|
2024
Q1 | $14.7K | Sell |
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|
2023
Q4 | $15.9K | Hold |
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|
2023
Q3 | $15.3K | Buy |
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|
2023
Q2 | $11.9K | Buy |
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|
2023
Q1 | $9.38K | Hold |
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|
2022
Q4 | $10.5K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $9K | Sell |
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|
2021
Q3 | $15K | Buy |
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