SWA
Sutton Wealth Advisors’s DT Midstream DTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $635 | Hold |
12
| – | – | ﹤0.01% | 807 |
|
|
2023
Q2 | $595 | Hold |
12
| – | – | ﹤0.01% | 801 |
|
|
2023
Q1 | $592 | Sell |
12
-12
| -50% | -$592 | ﹤0.01% | 760 |
|
|
2022
Q4 | $1.33K | Sell |
24
-7
| -23% | -$387 | ﹤0.01% | 1262 |
|
|
2022
Q3 | $1.61K | Hold |
31
| – | – | ﹤0.01% | 1211 |
|
|
2022
Q2 | $1.52K | Hold |
31
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q1 | $1.68K | Hold |
31
| – | – | ﹤0.01% | 1230 |
|
|
2021
Q4 | $1.49K | Buy |
31
+12
| +63% | +$576 | ﹤0.01% | 1244 |
|
|
2021
Q3 | $879 | Buy |
+19
| New | +$879 | ﹤0.01% | 1251 |
|