Genovese Burford & Brothers Wealth & Retirement Plan Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $283K | Hold |
2,742
| – | – | 0.07% | 91 |
|
|
2020
Q3 | $269K | Hold |
2,742
| – | – | 0.08% | 79 |
|
|
2020
Q2 | $251K | Hold |
2,742
| – | – | 0.07% | 70 |
|
|
2020
Q1 | $222K | Hold |
2,742
| – | – | 0.06% | 80 |
|
|
2019
Q4 | $303K | Hold |
2,742
| – | – | 0.07% | 85 |
|
|
2019
Q3 | $310K | Sell |
2,742
-156
| -5% | -$17.6K | 0.08% | 80 |
|
|
2019
Q2 | $315K | Hold |
2,898
| – | – | 0.08% | 73 |
|
|
2019
Q1 | $308K | Hold |
2,898
| – | – | 0.09% | 68 |
|
|
2018
Q4 | $272K | Hold |
2,898
| – | – | 0.09% | 66 |
|
|
2018
Q3 | $269K | Hold |
2,898
| – | – | 0.09% | 70 |
|
|
2018
Q2 | $256K | Hold |
2,898
| – | – | 0.09% | 62 |
|
|
2018
Q1 | $257K | Buy |
+2,898
| New | +$257K | 0.09% | 61 |
|
|
2017
Q4 | – | Sell |
-2,898
| Closed | -$264K | – | 299 |
|
|
2017
Q3 | $264K | Hold |
2,898
| – | – | 0.11% | 47 |
|
|
2017
Q2 | $260K | Hold |
2,898
| – | – | 0.1% | 45 |
|
|
2017
Q1 | $252K | Hold |
2,898
| – | – | 0.1% | 47 |
|
|
2016
Q4 | $243K | Hold |
2,898
| – | – | 0.07% | 56 |
|
|
2016
Q3 | $230K | Hold |
2,898
| – | – | 0.09% | 52 |
|
|
2016
Q2 | $244K | Hold |
2,898
| – | – | 0.1% | 48 |
|
|
2016
Q1 | $223K | Buy |
2,898
+548
| +23% | +$42.2K | 0.11% | 46 |
|
|
2015
Q4 | $160K | Buy |
+2,350
| New | +$160K | 0.08% | 59 |
|