West Oak Capital’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-57
| Closed | -$3K | – | 325 |
|
|
2022
Q4 | $3K | Hold |
57
| – | – | ﹤0.01% | 251 |
|
|
2022
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 312 |
|
|
2021
Q4 | $3K | Hold |
57
| – | – | ﹤0.01% | 317 |
|
|
2021
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 317 |
|