Cornerstone Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.37M | Hold |
22,325
| – | – | 0.19% | 125 |
|
|
2018
Q4 | $2.1M | Hold |
22,325
| – | – | 0.18% | 134 |
|
|
2018
Q3 | $2.07M | Buy |
22,325
+9,400
| +73% | +$873K | 0.15% | 155 |
|
|
2018
Q2 | $1.14M | Hold |
12,925
| – | – | 0.14% | 149 |
|
|
2018
Q1 | $1.15M | Hold |
12,925
| – | – | 0.14% | 160 |
|
|
2017
Q4 | $1.2M | Buy |
12,925
+2,350
| +22% | +$219K | 0.14% | 174 |
|
|
2017
Q3 | $966K | Buy |
10,575
+5,875
| +125% | +$537K | 0.11% | 196 |
|
|
2017
Q2 | $423K | Buy |
+4,700
| New | +$423K | 0.08% | 205 |
|