TCI Wealth Advisors’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 |
-1,138
| Closed | -$56.2K | – | 769 |
|
|
2023
Q1 | $56.2K | Buy |
1,138
+81
| +8% | +$4K | 0.01% | 404 |
|
|
2022
Q4 | $58.4K | Sell |
1,057
-26
| -2% | -$1.44K | 0.01% | 361 |
|
|
2022
Q3 | $56K | Buy |
1,083
+462
| +74% | +$23.9K | 0.01% | 336 |
|
|
2022
Q2 | $30K | Buy |
621
+200
| +48% | +$9.66K | ﹤0.01% | 511 |
|
|
2022
Q1 | $23K | Buy |
421
+1
| +0.2% | +$55 | ﹤0.01% | 627 |
|
|
2021
Q4 | $20K | Buy |
420
+11
| +3% | +$524 | ﹤0.01% | 709 |
|
|
2021
Q3 | $19K | Buy |
+409
| New | +$19K | ﹤0.01% | 693 |
|