U.S. Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
7,977
-505
| -6% | -$55.5K | 0.03% | 455 |
|
|
2025
Q1 | $818K | Sell |
8,482
-1,061
| -11% | -$102K | 0.03% | 466 |
|
|
2024
Q4 | $949K | Hold |
9,543
| – | – | 0.03% | 434 |
|
|
2024
Q3 | $751K | Hold |
9,543
| – | – | 0.03% | 392 |
|
|
2024
Q2 | $678K | Hold |
9,543
| – | – | 0.03% | 399 |
|
|
2024
Q1 | $583K | Hold |
9,543
| – | – | 0.02% | 431 |
|
|
2023
Q4 | $523K | Hold |
9,543
| – | – | 0.02% | 445 |
|
|
2023
Q3 | $505K | Buy |
+9,543
| New | +$505K | 0.02% | 431 |
|
|
2023
Q1 | – | Sell |
-116
| Closed | -$6.4K | – | 874 |
|
|
2022
Q4 | $6.4K | Buy |
+116
| New | +$6.4K | ﹤0.01% | 1342 |
|