True Wealth Design’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 | $4.21K | Sell |
38
-7
| -16% | -$775 | ﹤0.01% | 871 |
|
|
2025
Q1 | $4.37K | Buy |
45
+30
| +200% | +$2.91K | ﹤0.01% | 728 |
|
|
2024
Q4 | $1.52K | Buy |
+15
| New | +$1.52K | ﹤0.01% | 813 |
|
|
2023
Q2 | – | Sell |
-75
| Closed | -$3.7K | – | 813 |
|
|
2023
Q1 | $3.7K | Buy |
+75
| New | +$3.7K | ﹤0.01% | 291 |
|