TFO Wealth Partners’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$183 | – | 254 |
|
|
2024
Q1 | $183 | Sell |
3
-1
| -25% | -$61 | ﹤0.01% | 511 |
|
|
2023
Q4 | $219 | Hold |
4
| – | – | ﹤0.01% | 615 |
|
|
2023
Q3 | $198 | Buy |
4
+1
| +33% | +$50 | ﹤0.01% | 802 |
|
|
2023
Q2 | $149 | Hold |
3
| – | – | ﹤0.01% | 581 |
|
|
2023
Q1 | $148 | Sell |
3
-36
| -92% | -$1.78K | ﹤0.01% | 555 |
|
|
2022
Q4 | $3.48K | Buy |
+39
| New | +$3.48K | ﹤0.01% | 201 |
|