Farr Miller & Washington’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $225K | Sell |
2,010
-352
| -15% | -$39.4K | 0.01% | 175 |
|
|
2021
Q2 | $260K | Hold |
2,362
| – | – | 0.02% | 167 |
|
|
2021
Q1 | $268K | Buy |
2,362
+12
| +0.5% | +$1.36K | 0.02% | 160 |
|
|
2020
Q4 | $243K | Hold |
2,350
| – | – | 0.02% | 158 |
|
|
2020
Q3 | $230K | Hold |
2,350
| – | – | 0.02% | 152 |
|
|
2020
Q2 | $215K | Buy |
+2,350
| New | +$215K | 0.02% | 149 |
|
|
2020
Q1 | – | Sell |
-2,350
| Closed | -$260K | – | 135 |
|
|
2019
Q4 | $260K | Hold |
2,350
| – | – | 0.02% | 132 |
|
|
2019
Q3 | $266K | Hold |
2,350
| – | – | 0.02% | 126 |
|
|
2019
Q2 | $256K | Hold |
2,350
| – | – | 0.02% | 125 |
|
|
2019
Q1 | $249K | Hold |
2,350
| – | – | 0.02% | 128 |
|
|
2018
Q4 | $221K | Hold |
2,350
| – | – | 0.02% | 124 |
|
|
2018
Q3 | $218K | Hold |
2,350
| – | – | 0.02% | 142 |
|
|
2018
Q2 | $207K | Hold |
2,350
| – | – | 0.02% | 144 |
|
|
2018
Q1 | $209K | Hold |
2,350
| – | – | 0.02% | 151 |
|
|
2017
Q4 | $219K | Hold |
2,350
| – | – | 0.02% | 150 |
|
|
2017
Q3 | $215K | Hold |
2,350
| – | – | 0.02% | 152 |
|
|
2017
Q2 | $212K | Hold |
2,350
| – | – | 0.02% | 151 |
|
|
2017
Q1 | $204K | Buy |
+2,350
| New | +$204K | 0.02% | 145 |
|