Advisor Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $3.21M | Sell |
28,998
-197
| -0.7% | -$21.8K | 0.02% | 584 |
|
2019
Q3 | $3.31M | Buy |
29,195
+403
| +1% | +$45.6K | 0.02% | 566 |
|
2019
Q2 | $3.14M | Sell |
28,792
-2,667
| -8% | -$290K | 0.02% | 577 |
|
2019
Q1 | $3.34M | Buy |
31,459
+4,047
| +15% | +$430K | 0.03% | 503 |
|
2018
Q4 | $2.58M | Buy |
27,412
+6,419
| +31% | +$603K | 0.03% | 534 |
|
2018
Q3 | $1.95M | Buy |
20,993
+4,695
| +29% | +$436K | 0.02% | 648 |
|
2018
Q2 | $1.44M | Buy |
16,298
+29
| +0.2% | +$2.56K | 0.02% | 691 |
|
2018
Q1 | $1.45M | Sell |
16,269
-3,305
| -17% | -$294K | 0.02% | 686 |
|
2017
Q4 | $1.83M | Buy |
19,574
+3,063
| +19% | +$286K | 0.02% | 593 |
|
2017
Q3 | $1.51M | Buy |
16,511
+2,292
| +16% | +$209K | 0.02% | 611 |
|
2017
Q2 | $1.28M | Buy |
14,219
+789
| +6% | +$71.1K | 0.02% | 635 |
|
2017
Q1 | $1.17M | Buy |
13,430
+1,960
| +17% | +$170K | 0.02% | 645 |
|
2016
Q4 | $963K | Buy |
11,470
+499
| +5% | +$41.9K | 0.02% | 678 |
|
2016
Q3 | $876K | Sell |
10,971
-1,781
| -14% | -$142K | 0.02% | 682 |
|
2016
Q2 | $1.07M | Buy |
+12,752
| New | +$1.07M | 0.03% | 588 |
|