WFA of San Diego’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$36K Hold
2025
Q3
$34K Hold
2025
Q2
$33.1K Buy
2023
Q1
Sell
2022
Q4
$16.6K Buy