Strategic Investment 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 | $406K | Buy |
3,690
+67
| +2% | +$7.36K | 0.04% | 182 |
|
|
2025
Q1 | $350K | Sell |
3,623
-341
| -9% | -$32.9K | 0.04% | 197 |
|
|
2024
Q4 | $394K | Buy |
3,964
+482
| +14% | +$47.9K | 0.04% | 192 |
|
|
2024
Q3 | $274K | Sell |
3,482
-1
| -0% | -$79 | 0.03% | 218 |
|
|
2024
Q2 | $247K | Buy |
3,483
+116
| +3% | +$8.24K | 0.03% | 219 |
|
|
2024
Q1 | $206K | Buy |
+3,367
| New | +$206K | 0.03% | 240 |
|
|
2023
Q4 | – | Sell |
-3,986
| Closed | -$211K | – | 240 |
|
|
2023
Q3 | $211K | Sell |
3,986
-1,763
| -31% | -$93.3K | 0.03% | 225 |
|
|
2023
Q2 | $285K | Buy |
5,749
+35
| +0.6% | +$1.74K | 0.04% | 170 |
|
|
2023
Q1 | $282K | Buy |
5,714
+214
| +4% | +$10.6K | 0.05% | 209 |
|
|
2022
Q4 | $304K | Buy |
5,500
+793
| +17% | +$43.8K | 0.06% | 186 |
|
|
2022
Q3 | $244K | Sell |
4,707
-591
| -11% | -$30.6K | 0.06% | 157 |
|
|
2022
Q2 | $260K | Sell |
5,298
-1,937
| -27% | -$95.1K | 0.05% | 185 |
|
|
2022
Q1 | $393K | Buy |
7,235
+1,606
| +29% | +$87.2K | 0.07% | 169 |
|
|
2021
Q4 | $270K | Sell |
5,629
-734
| -12% | -$35.2K | 0.05% | 180 |
|
|
2021
Q3 | $294K | Buy |
+6,363
| New | +$294K | 0.06% | 171 |
|