FormulaFolio Investments’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 392 |
|
|
2021
Q1 | – | Sell |
-8,938
| Closed | -$924K | – | 540 |
|
|
2020
Q4 | $924K | Buy |
+8,938
| New | +$924K | 0.02% | 333 |
|
|
2018
Q3 | – | Sell |
-3,631
| Closed | -$320K | – | 319 |
|
|
2018
Q2 | $320K | Hold |
3,631
| – | – | 0.02% | 243 |
|
|
2018
Q1 | $323K | Sell |
3,631
-117
| -3% | -$10.4K | 0.02% | 218 |
|
|
2017
Q4 | $349K | Sell |
3,748
-3,703
| -50% | -$345K | 0.02% | 210 |
|
|
2017
Q3 | $681K | Sell |
7,451
-161
| -2% | -$14.7K | 0.05% | 107 |
|
|
2017
Q2 | $685K | Buy |
7,612
+107
| +1% | +$9.63K | 0.06% | 100 |
|
|
2017
Q1 | $652K | Sell |
7,505
-4,265
| -36% | -$371K | 0.07% | 94 |
|
|
2016
Q4 | $987K | Buy |
+11,770
| New | +$987K | 0.13% | 46 |
|