Cornerstone Advisors (Washington)’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 | $111K | Buy |
1,134
+68
| +6% | +$6.66K | 0.01% | 164 |
|
2020
Q2 | $98K | Buy |
1,066
+281
| +36% | +$25.8K | 0.01% | 171 |
|
2020
Q1 | $63K | Buy |
785
+195
| +33% | +$15.7K | 0.01% | 188 |
|
2019
Q4 | $65K | Buy |
590
+58
| +11% | +$6.39K | 0.01% | 204 |
|
2019
Q3 | $60K | Buy |
532
+138
| +35% | +$15.6K | 0.01% | 200 |
|
2019
Q2 | $43K | Buy |
394
+59
| +18% | +$6.44K | ﹤0.01% | 439 |
|
2019
Q1 | $36K | Buy |
335
+93
| +38% | +$9.99K | ﹤0.01% | 461 |
|
2018
Q4 | $23K | Buy |
242
+9
| +4% | +$855 | ﹤0.01% | 480 |
|
2018
Q3 | $22K | Buy |
233
+204
| +703% | +$19.3K | 0.01% | 511 |
|
2018
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 785 |
|
2018
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 766 |
|
2017
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 757 |
|
2017
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 746 |
|
2017
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 746 |
|
2017
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 738 |
|
2016
Q4 | $2K | Buy |
29
+7
| +32% | +$483 | ﹤0.01% | 804 |
|
2016
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 778 |
|
2016
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 715 |
|
2016
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 711 |
|
2015
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 713 |
|
2015
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 705 |
|
2015
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 686 |
|
2015
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 596 |
|
2014
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 568 |
|