BRR OpCo’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-7,797
| Closed | -$630K | – | 183 |
|
2020
Q1 | $630K | Buy |
7,797
+1,445
| +23% | +$117K | 0.12% | 92 |
|
2019
Q4 | $702K | Buy |
6,352
+1,055
| +20% | +$117K | 0.1% | 99 |
|
2019
Q3 | $599K | Buy |
5,297
+417
| +9% | +$47.2K | 0.1% | 95 |
|
2019
Q2 | $531K | Buy |
+4,880
| New | +$531K | 0.09% | 105 |
|