Burney Company’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,224
| Closed | -$203K | – | 505 |
|
|
2020
Q2 | $203K | Sell |
2,224
-320
| -13% | -$29.2K | 0.01% | 461 |
|
|
2020
Q1 | $206K | Sell |
2,544
-32
| -1% | -$2.59K | 0.02% | 400 |
|
|
2019
Q4 | $285K | Buy |
2,576
+150
| +6% | +$16.6K | 0.02% | 404 |
|
|
2019
Q3 | $275K | Buy |
+2,426
| New | +$275K | 0.02% | 388 |
|
|
2018
Q3 | – | Sell |
-7,619
| Closed | -$672K | – | 448 |
|
|
2018
Q2 | $672K | Buy |
+7,619
| New | +$672K | 0.04% | 290 |
|