Summit Global Investments’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,482
| Closed | -$863K | – | 559 |
|
|
2023
Q1 | $863K | Sell |
17,482
-322
| -2% | -$15.9K | 0.07% | 269 |
|
|
2022
Q4 | $984K | Buy |
17,804
+9,700
| +120% | +$536K | 0.08% | 193 |
|
|
2022
Q3 | $421K | Sell |
8,104
-24
| -0.3% | -$1.25K | 0.04% | 342 |
|
|
2022
Q2 | $398K | Sell |
8,128
-100
| -1% | -$4.9K | 0.04% | 359 |
|
|
2022
Q1 | $446K | Buy |
+8,228
| New | +$446K | 0.03% | 347 |
|