Venturi Wealth Management’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,039
| Closed | -$103K | – | 906 |
|
|
2024
Q4 | $103K | Buy |
1,039
+786
| +311% | +$78.2K | 0.01% | 767 |
|
|
2024
Q3 | $19.9K | Hold |
253
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q2 | $18K | Hold |
253
| – | – | ﹤0.01% | 963 |
|
|
2024
Q1 | $15.5K | Hold |
253
| – | – | ﹤0.01% | 806 |
|
|
2023
Q4 | $13.9K | Buy |
+253
| New | +$13.9K | ﹤0.01% | 794 |
|