CSat Investment Advisory’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $35K | Buy |
307
+78
| +34% | +$8.89K | 0.03% | 275 |
|
|
2020
Q4 | $24K | Sell |
229
-635
| -73% | -$66.6K | 0.02% | 302 |
|
|
2020
Q3 | $85K | Buy |
864
+45
| +5% | +$4.43K | 0.01% | 528 |
|
|
2020
Q2 | $75K | Buy |
819
+83
| +11% | +$7.6K | 0.01% | 571 |
|
|
2020
Q1 | $60K | Buy |
736
+84
| +13% | +$6.85K | 0.01% | 476 |
|
|
2019
Q4 | $73K | Buy |
652
+109
| +20% | +$12.2K | 0.02% | 463 |
|
|
2019
Q3 | $62K | Buy |
543
+39
| +8% | +$4.45K | 0.02% | 430 |
|
|
2019
Q2 | $55K | Buy |
504
+381
| +310% | +$41.6K | 0.02% | 453 |
|
|
2019
Q1 | $13K | Buy |
123
+7
| +6% | +$740 | 0.01% | 392 |
|
|
2018
Q4 | $11K | Buy |
116
+11
| +10% | +$1.04K | 0.01% | 393 |
|
|
2018
Q3 | $10K | Sell |
105
-15
| -13% | -$1.43K | 0.01% | 363 |
|
|
2018
Q2 | $11K | Buy |
+120
| New | +$11K | 0.01% | 321 |
|
|
2015
Q2 | – | Sell |
-81,153
| Closed | -$5.57M | – | 24 |
|
|
2015
Q1 | $5.57M | Sell |
81,153
-4,197
| -5% | -$288K | 2.43% | 20 |
|
|
2014
Q4 | $6.27M | Buy |
85,350
+7,751
| +10% | +$570K | 2.61% | 20 |
|
|
2014
Q3 | $5.03M | Buy |
77,599
+8,192
| +12% | +$530K | 2.1% | 23 |
|
|
2014
Q2 | $4.6M | Buy |
+69,407
| New | +$4.6M | 2.29% | 23 |
|