E&G 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
Q3 | – | Sell |
-2,409
| Closed | -$262K | – | 181 |
|
|
2019
Q2 | $262K | Sell |
2,409
-705
| -23% | -$76.7K | 0.11% | 161 |
|
|
2019
Q1 | $331K | Buy |
3,114
+588
| +23% | +$62.5K | 0.15% | 143 |
|
|
2018
Q4 | $237K | Hold |
2,526
| – | – | 0.11% | 169 |
|
|
2018
Q3 | $235K | Sell |
2,526
-588
| -19% | -$54.7K | 0.09% | 188 |
|
|
2018
Q2 | $275K | Hold |
3,114
| – | – | 0.11% | 163 |
|
|
2018
Q1 | $277K | Hold |
3,114
| – | – | 0.12% | 160 |
|
|
2017
Q4 | $290K | Buy |
3,114
+705
| +29% | +$65.7K | 0.12% | 170 |
|
|
2017
Q3 | $220K | Buy |
+2,409
| New | +$220K | 0.1% | 167 |
|