Berman Capital Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $73K | Buy |
656
+99
| +18% | +$11K | 0.01% | 538 |
|
|
2021
Q2 | $61K | Buy |
557
+4
| +0.7% | +$438 | 0.01% | 510 |
|
|
2021
Q1 | $62K | Sell |
553
-82
| -13% | -$9.19K | 0.01% | 409 |
|
|
2020
Q4 | $65K | Buy |
635
+89
| +16% | +$9.11K | 0.02% | 341 |
|
|
2020
Q3 | $52K | Buy |
546
+132
| +32% | +$12.6K | 0.01% | 330 |
|
|
2020
Q2 | $37K | Buy |
414
+61
| +17% | +$5.45K | 0.01% | 391 |
|
|
2020
Q1 | $27K | Buy |
353
+224
| +174% | +$17.1K | 0.01% | 422 |
|
|
2019
Q4 | $14K | Hold |
129
| – | – | ﹤0.01% | 633 |
|
|
2019
Q3 | $14K | Hold |
129
| – | – | ﹤0.01% | 612 |
|
|
2019
Q2 | $14K | Hold |
129
| – | – | ﹤0.01% | 613 |
|
|
2019
Q1 | $13K | Buy |
129
+36
| +39% | +$3.63K | ﹤0.01% | 575 |
|
|
2018
Q4 | $8K | Buy |
+93
| New | +$8K | ﹤0.01% | 555 |
|