C-J Advisory’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,110
| Closed | -$126K | – | 74 |
|
|
2019
Q3 | $126K | Hold |
1,110
| – | – | 0.08% | 43 |
|
|
2019
Q2 | $121K | Hold |
1,110
| – | – | 0.08% | 41 |
|
|
2019
Q1 | $117K | Hold |
1,110
| – | – | 0.08% | 41 |
|
|
2018
Q4 | $104K | Hold |
1,110
| – | – | 0.08% | 41 |
|
|
2018
Q3 | $103K | Hold |
1,110
| – | – | 0.07% | 41 |
|
|
2018
Q2 | $98K | Hold |
1,110
| – | – | 0.07% | 44 |
|
|
2018
Q1 | $98K | Hold |
1,110
| – | – | 0.07% | 41 |
|
|
2017
Q4 | $103K | Hold |
1,110
| – | – | 0.08% | 37 |
|
|
2017
Q3 | $101K | Hold |
1,110
| – | – | 0.08% | 36 |
|
|
2017
Q2 | $100K | Hold |
1,110
| – | – | 0.08% | 35 |
|
|
2017
Q1 | $96K | Hold |
1,110
| – | – | 0.08% | 36 |
|
|
2016
Q4 | $93K | Hold |
1,110
| – | – | 0.08% | 35 |
|
|
2016
Q3 | $89K | Buy |
+1,110
| New | +$89K | 0.08% | 35 |
|