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Whipplewood Advisors’s DT Midstream DTM Stock Holding History

Whipplewood Advisors’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.4K Sell
40
-101
-72% -$11.1K ﹤0.01% 721
2025
Q1 		$3.86K Buy
141
+101
+253% +$2.76K ﹤0.01% 753
2024
Q4 		$3.98K Buy
+40
New +$3.98K ﹤0.01% 739