Berman Capital Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $73K | Buy |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $65K | Buy |
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|
2020
Q3 | $52K | Buy |
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|
2020
Q2 | $37K | Buy |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $8K | Buy |
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