Certified Advisory Corp’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-445
| Closed | -$51K | – | 340 |
|
|
2021
Q1 | $51K | Buy |
+445
| New | +$51K | 0.01% | 343 |
|
|
2020
Q2 | $40K | Buy |
434
+4
| +0.9% | +$369 | 0.01% | 332 |
|
|
2020
Q1 | $35K | Sell |
430
-277
| -39% | -$22.5K | 0.01% | 330 |
|
|
2019
Q4 | $78K | Buy |
707
+4
| +0.6% | +$441 | 0.02% | 259 |
|
|
2019
Q3 | $79K | Buy |
703
+5
| +0.7% | +$562 | 0.03% | 255 |
|
|
2019
Q2 | $76K | Buy |
698
+2
| +0.3% | +$218 | 0.03% | 257 |
|
|
2019
Q1 | $74K | Sell |
696
-111
| -14% | -$11.8K | 0.03% | 246 |
|
|
2018
Q4 | $76K | Buy |
807
+123
| +18% | +$11.6K | 0.04% | 225 |
|
|
2018
Q3 | $64K | Sell |
684
-95
| -12% | -$8.89K | 0.03% | 263 |
|
|
2018
Q2 | $69K | Buy |
779
+8
| +1% | +$709 | 0.04% | 235 |
|
|
2018
Q1 | $68K | Buy |
771
+6
| +0.8% | +$529 | 0.04% | 232 |
|
|
2017
Q4 | $71K | Buy |
+765
| New | +$71K | 0.05% | 191 |
|