Fortem Financial Group’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 | – | Sell |
-2,369
| Closed | -$268K | – | 166 |
|
|
2021
Q1 | $268K | Sell |
2,369
-15
| -0.6% | -$1.7K | 0.16% | 144 |
|
|
2020
Q4 | $246K | Buy |
2,384
+1
| +0% | +$103 | 0.15% | 138 |
|
|
2020
Q3 | $233K | Sell |
2,383
-7,127
| -75% | -$697K | 0.17% | 127 |
|
|
2020
Q2 | $870K | Buy |
9,510
+908
| +11% | +$83.1K | 0.67% | 54 |
|
|
2020
Q1 | $695K | Sell |
8,602
-2,048
| -19% | -$165K | 0.63% | 55 |
|
|
2019
Q4 | $1.18M | Sell |
10,650
-142
| -1% | -$15.7K | 0.87% | 47 |
|
|
2019
Q3 | $1.22M | Sell |
10,792
-1,124
| -9% | -$127K | 1.04% | 45 |
|
|
2019
Q2 | $1.3M | Sell |
11,916
-535
| -4% | -$58.2K | 1.3% | 31 |
|
|
2019
Q1 | $1.32M | Hold |
12,451
| – | – | 1.37% | 30 |
|
|
2018
Q4 | $1.17M | Buy |
+12,451
| New | +$1.17M | 1.41% | 30 |
|