Strategic Investment 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
2026 Q1	$498K	Buy	3,701 +18	+0.5%	+$2.35K	0.03%	219
2025 Q4	$441K	Buy	3,683 +19	+0.5%	+$2.18K	0.04%	179
2025 Q3	$414K	Sell	3,664 -26	-0.7%	-$2.72K	0.04%	183
2025 Q2	$406K	Buy	3,690 +67	+2%	+$6.79K	0.04%	182
2025 Q1	$350K	Sell	3,623 -341	-9%	-$34.1K	0.04%	197
2024 Q4	$394K	Buy	3,964 +482	+14%	+$45.9K	0.04%	192
2024 Q3	$274K	Sell	3,482 -1	-0%	-$75	0.03%	218
2024 Q2	$247K	Buy	3,483 +116	+3%	+$7.61K	0.03%	219
2024 Q1	$206K	Buy	+3,367	New	+$187K	0.03%	240
2023 Q4	–	Sell	-3,986	Closed	-$211K	–	240
2023 Q3	$211K	Sell	3,986 -1,763	-31%	-$92K	0.03%	225
2023 Q2	$285K	Buy	5,749 +35	+0.6%	+$1.68K	0.04%	170
2023 Q1	$282K	Buy	5,714 +214	+4%	+$11.1K	0.05%	209
2022 Q4	$304K	Buy	5,500 +793	+17%	+$45.3K	0.06%	186
2022 Q3	$244K	Sell	4,707 -591	-11%	-$31.9K	0.06%	157
2022 Q2	$260K	Sell	5,298 -1,937	-27%	-$106K	0.05%	185
2022 Q1	$393K	Buy	7,235 +1,606	+29%	+$83.7K	0.07%	169
2021 Q4	$270K	Sell	5,629 -734	-12%	-$35.2K	0.05%	180
2021 Q3	$294K	Buy	+6,363	New	+$278K	0.06%	171