Whittier Trust’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-600
| Closed | -$47.2K | – | 1563 |
|
|
2024
Q3 | $47.2K | Hold |
600
| – | – | ﹤0.01% | 933 |
|
|
2024
Q2 | $42.6K | Hold |
600
| – | – | ﹤0.01% | 942 |
|
|
2024
Q1 | $36.7K | Sell |
600
-1,072
| -64% | -$65.5K | ﹤0.01% | 997 |
|
|
2023
Q4 | $91.6K | Buy |
1,672
+1,064
| +175% | +$58.3K | ﹤0.01% | 788 |
|
|
2023
Q3 | $32.2K | Buy |
608
+8
| +1% | +$423 | ﹤0.01% | 1013 |
|
|
2023
Q2 | $29.7K | Hold |
600
| – | – | ﹤0.01% | 1037 |
|
|
2023
Q1 | $29.6K | Hold |
600
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q4 | $33.2K | Sell |
600
-6
| -1% | -$332 | ﹤0.01% | 1035 |
|
|
2022
Q3 | $31K | Sell |
606
-257
| -30% | -$13.1K | ﹤0.01% | 1071 |
|
|
2022
Q2 | $42K | Hold |
863
| – | – | ﹤0.01% | 991 |
|
|
2022
Q1 | $47K | Buy |
863
+246
| +40% | +$13.4K | ﹤0.01% | 989 |
|
|
2021
Q4 | $30K | Hold |
617
| – | – | ﹤0.01% | 1085 |
|
|
2021
Q3 | $29K | Buy |
+617
| New | +$29K | ﹤0.01% | 1045 |
|