TD Private Client Wealth’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
$4.51K Buy
41
+14
+52% +$1.54K ﹤0.01% 1125
2025
Q1
$2.61K Hold
27
﹤0.01% 1164
2024
Q4
$2.69K Hold
27
﹤0.01% 1156
2024
Q3
$2.12K Hold
27
﹤0.01% 1177
2024
Q2
$1.92K Sell
27
-7
-21% -$497 ﹤0.01% 1136
2024
Q1
$2.08K Hold
34
﹤0.01% 1131
2023
Q4
$1.86K Hold
34
﹤0.01% 1160
2023
Q3
$1.8K Sell
34
-689
-95% -$36.5K ﹤0.01% 1157
2023
Q2
$35.8K Sell
723
-4
-0.6% -$198 ﹤0.01% 850
2023
Q1
$35.9K Hold
727
﹤0.01% 837
2022
Q4
$40.2K Sell
727
-2
-0.3% -$111 ﹤0.01% 792
2022
Q3
$37.8K Sell
729
-2
-0.3% -$104 ﹤0.01% 782
2022
Q2
$35.8K Sell
731
-24
-3% -$1.18K ﹤0.01% 797
2022
Q1
$41K Buy
755
+21
+3% +$1.14K ﹤0.01% 813
2021
Q4
$35.2K Buy
734
+665
+964% +$31.9K ﹤0.01% 791
2021
Q3
$3.19K Buy
+69
New +$3.19K ﹤0.01% 991