Genovese Burford & Brothers Wealth & Retirement Plan Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $251K | Hold |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $303K | Hold |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $315K | Hold |
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|
2019
Q1 | $308K | Hold |
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|
2018
Q4 | $272K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $256K | Hold |
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|
2018
Q1 | $257K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $264K | Hold |
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|
2017
Q2 | $260K | Hold |
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|
2017
Q1 | $252K | Hold |
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|
2016
Q4 | $243K | Hold |
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|
2016
Q3 | $230K | Hold |
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|
2016
Q2 | $244K | Hold |
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|
2016
Q1 | $223K | Buy |
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|
2015
Q4 | $160K | Buy |
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