Burleson & Co’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $830K | Buy |
7,059
+1
| +0% | +$118 | 0.21% | 90 |
|
|
2022
Q3 | $812K | Hold |
7,058
| – | – | 0.17% | 83 |
|
|
2022
Q2 | $895K | Hold |
7,058
| – | – | 0.19% | 77 |
|
|
2022
Q1 | $933K | Buy |
7,058
+1
| +0% | +$132 | 0.15% | 83 |
|
|
2021
Q4 | $844K | Hold |
7,057
| – | – | 0.12% | 85 |
|
|
2021
Q3 | $788K | Sell |
7,057
-1,234
| -15% | -$138K | 0.12% | 74 |
|
|
2021
Q2 | $914K | Hold |
8,291
| – | – | 0.13% | 75 |
|
|
2021
Q1 | $939K | Buy |
8,291
+1
| +0% | +$113 | 0.15% | 75 |
|
|
2020
Q4 | $857K | Hold |
8,290
| – | – | 0.15% | 81 |
|
|
2020
Q3 | $874K | Hold |
8,290
| – | – | 0.17% | 83 |
|
|
2020
Q2 | $839K | Buy |
8,290
+2
| +0% | +$202 | 0.18% | 81 |
|
|
2020
Q1 | $714K | Hold |
8,288
| – | – | 0.19% | 88 |
|
|
2019
Q4 | $935K | Buy |
8,288
+1
| +0% | +$113 | 0.26% | 83 |
|
|
2019
Q3 | $912K | Hold |
8,287
| – | – | 0.32% | 67 |
|
|
2019
Q2 | $910K | Hold |
8,287
| – | – | 0.38% | 64 |
|
|
2019
Q1 | $883K | Buy |
8,287
+1
| +0% | +$107 | 0.37% | 64 |
|
|
2018
Q4 | $866K | Hold |
8,286
| – | – | 0.45% | 58 |
|
|
2018
Q3 | $841K | Buy |
8,286
+1
| +0% | +$101 | 0.47% | 59 |
|
|
2018
Q2 | $731K | Buy |
+8,285
| New | +$731K | 0.43% | 65 |
|