VWA
Valued Wealth Advisors’s DT Midstream DTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $443 | Hold |
4
| – | – | ﹤0.01% | 526 |
|
2025
Q1 | $390 | Hold |
4
| – | – | ﹤0.01% | 575 |
|
2024
Q4 | $401 | Hold |
4
| – | – | ﹤0.01% | 567 |
|
2024
Q3 | $318 | Hold |
4
| – | – | ﹤0.01% | 568 |
|
2024
Q2 | $288 | Hold |
4
| – | – | ﹤0.01% | 543 |
|
2024
Q1 | $248 | Hold |
4
| – | – | ﹤0.01% | 541 |
|
2023
Q4 | $215 | Buy |
+4
| New | +$215 | ﹤0.01% | 496 |
|