Acorn Financial Advisory Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,909
| Closed | -$230K | – | 220 |
|
|
2021
Q4 | $230K | Buy |
1,909
+16
| +0.8% | +$1.93K | 0.05% | 201 |
|
|
2021
Q3 | $213K | Sell |
1,893
-1,547
| -45% | -$174K | 0.07% | 209 |
|
|
2021
Q2 | $382K | Buy |
3,440
+9
| +0.3% | +$999 | 0.11% | 169 |
|
|
2021
Q1 | $400K | Sell |
3,431
-4
| -0.1% | -$466 | 0.15% | 141 |
|
|
2020
Q4 | $358K | Sell |
3,435
-325
| -9% | -$33.9K | 0.14% | 154 |
|
|
2020
Q3 | $371K | Buy |
3,760
+11
| +0.3% | +$1.09K | 0.19% | 131 |
|
|
2020
Q2 | $347K | Buy |
+3,749
| New | +$347K | 0.24% | 130 |
|
|
2020
Q1 | – | Sell |
-3,749
| Closed | -$415K | – | 164 |
|
|
2019
Q4 | $415K | Buy |
+3,749
| New | +$415K | 0.35% | 100 |
|