Gofen & Glossberg’s DTE Energy DTE Stock Holding History

Gofen & Glossberg’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$782K	Sell	6,651 -76	-1%	-$8.94K	0.02%	274
2022 Q3	$774K	Sell	6,727 -151	-2%	-$17.4K	0.02%	256
2022 Q2	$872K	Buy	6,878 +151	+2%	+$19.1K	0.02%	246
2022 Q1	$889K	Hold	6,727	–	–	0.02%	254
2021 Q4	$804K	Hold	6,727	–	–	0.02%	269
2021 Q3	$751K	Sell	6,727 -1,177	-15%	-$131K	0.02%	276
2021 Q2	$872K	Hold	7,904	–	–	0.02%	255
2021 Q1	$896K	Buy	7,904 +1,175	+17%	+$133K	0.02%	245
2020 Q4	$695K	Hold	6,729	–	–	0.02%	269
2020 Q3	$659K	Hold	6,729	–	–	0.02%	258
2020 Q2	$616K	Hold	6,729	–	–	0.02%	254
2020 Q1	$544K	Buy	6,729 +2,407	+56%	+$195K	0.02%	254
2019 Q4	$478K	Hold	4,322	–	–	0.02%	302
2019 Q3	$489K	Hold	4,322	–	–	0.02%	293
2019 Q2	$470K	Hold	4,322	–	–	0.02%	296
2019 Q1	$459K	Hold	4,322	–	–	0.02%	290
2018 Q4	$406K	Hold	4,322	–	–	0.02%	289
2018 Q3	$401K	Hold	4,322	–	–	0.01%	315
2018 Q2	$381K	Sell	4,322 -74	-2%	-$6.52K	0.01%	321
2018 Q1	$391K	Hold	4,396	–	–	0.01%	321
2017 Q4	$409K	Hold	4,396	–	–	0.01%	334
2017 Q3	$402K	Hold	4,396	–	–	0.01%	332
2017 Q2	$396K	Hold	4,396	–	–	0.02%	330
2017 Q1	$382K	Hold	4,396	–	–	0.02%	329
2016 Q4	$369K	Hold	4,396	–	–	0.02%	318
2016 Q3	$350K	Hold	4,396	–	–	0.01%	326
2016 Q2	$371K	Buy	4,396 +598	+16%	+$50.5K	0.02%	311
2016 Q1	$293K	Buy	3,798 +74	+2%	+$5.71K	0.01%	353
2015 Q4	$254K	Hold	3,724	–	–	0.01%	374
2015 Q3	$255K	Hold	3,724	–	–	0.01%	372
2015 Q2	$237K	Hold	3,724	–	–	0.01%	403
2015 Q1	$256K	Hold	3,724	–	–	0.01%	390
2014 Q4	$274K	Hold	3,724	–	–	0.01%	376
2014 Q3	$241K	Hold	3,724	–	–	0.01%	390
2014 Q2	$247K	Sell	3,724 -2	-0.1%	-$133	0.01%	385
2014 Q1	$228K	Sell	3,726 -872	-19%	-$53.4K	0.01%	384
2013 Q4	$260K	Hold	4,598	–	–	0.01%	361
2013 Q3	$258K	Hold	4,598	–	–	0.01%	346
2013 Q2	$262K	Buy	+4,598	New	+$262K	0.01%	331