Asset Dedication LLC’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46
| Closed | -$2K | – | 1166 |
|
|
2022
Q3 | $2K | Buy |
+46
| New | +$2.36K | ﹤0.01% | 858 |
|
|
2022
Q2 | – | Sell |
-46
| Closed | -$2K | – | 1046 |
|
|
2022
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 900 |
|
|
2021
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 873 |
|
|
2021
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 947 |
|
|
2021
Q2 | $2K | Buy |
+46
| New | +$2.33K | ﹤0.01% | 805 |
|