Carroll Financial Associates’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $0 | Sell |
2
-9
| -82% | – | ﹤0.01% | 1682 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1632 |
|
|
2021
Q2 | $1K | Sell |
11
-9
| -45% | -$818 | ﹤0.01% | 1622 |
|
|
2021
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1491 |
|
|
2019
Q1 | – | Sell |
-188
| Closed | -$17K | – | 1389 |
|
|
2018
Q4 | $17K | Buy |
+188
| New | +$17K | ﹤0.01% | 712 |
|
|
2018
Q1 | – | Sell |
-1,058
| Closed | -$98K | – | 1261 |
|
|
2017
Q4 | $98K | Hold |
1,058
| – | – | 0.01% | 382 |
|
|
2017
Q3 | $96K | Hold |
1,058
| – | – | 0.01% | 381 |
|
|
2017
Q2 | $95K | Hold |
1,058
| – | – | 0.01% | 384 |
|
|
2017
Q1 | $91K | Hold |
1,058
| – | – | 0.01% | 376 |
|
|
2016
Q4 | $88K | Hold |
1,058
| – | – | 0.01% | 366 |
|
|
2016
Q3 | $84K | Buy |
+1,058
| New | +$84K | 0.01% | 376 |
|
|
2013
Q4 | – | Sell |
-9
| Closed | – | – | 817 |
|
|
2013
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 806 |
|