FinTrust Capital Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $25.7K | Hold |
200
| – | – | ﹤0.01% | 748 |
|
|
2024
Q2 | $22.2K | Hold |
200
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $22.4K | Hold |
200
| – | – | ﹤0.01% | 698 |
|
|
2023
Q4 | $22.1K | Hold |
200
| – | – | ﹤0.01% | 656 |
|
|
2023
Q3 | $19.9K | Hold |
200
| – | – | ﹤0.01% | 651 |
|
|
2023
Q2 | $23.5K | Hold |
200
| – | – | 0.01% | 608 |
|
|
2023
Q1 | $23.5K | Hold |
200
| – | – | 0.01% | 607 |
|
|
2022
Q4 | $23.5K | Hold |
200
| – | – | 0.01% | 607 |
|
|
2022
Q3 | $22K | Hold |
200
| – | – | 0.01% | 695 |
|
|
2022
Q2 | $25K | Hold |
200
| – | – | 0.01% | 676 |
|
|
2022
Q1 | $26K | Hold |
200
| – | – | 0.01% | 694 |
|
|
2021
Q4 | $24K | Hold |
200
| – | – | 0.01% | 687 |
|
|
2021
Q3 | $22K | Sell |
200
-35
| -15% | -$3.85K | 0.01% | 714 |
|
|
2021
Q2 | $26K | Hold |
235
| – | – | 0.01% | 674 |
|
|
2021
Q1 | $27K | Hold |
235
| – | – | 0.01% | 632 |
|
|
2020
Q4 | $24K | Hold |
235
| – | – | 0.01% | 624 |
|
|
2020
Q3 | $23 | Hold |
235
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $22K | Sell |
235
-298
| -56% | -$27.9K | 0.01% | 605 |
|
|
2020
Q1 | $43K | Sell |
533
-2,286
| -81% | -$184K | 0.02% | 466 |
|
|
2019
Q4 | $312K | Sell |
2,819
-17
| -0.6% | -$1.88K | 0.13% | 149 |
|
|
2019
Q3 | $321K | Hold |
2,836
| – | – | 0.11% | 142 |
|
|
2019
Q2 | $309K | Hold |
2,836
| – | – | 0.12% | 144 |
|
|
2019
Q1 | $301K | Buy |
2,836
+3
| +0.1% | +$318 | 0.13% | 148 |
|
|
2018
Q4 | $266K | Buy |
+2,833
| New | +$266K | 0.13% | 148 |
|