Hoertkorn Richard Charles’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	-1,645	Closed	-$186K	–	80
2021 Q1	$186K	Sell	1,645 -118	-7%	-$13.3K	0.09%	45
2020 Q4	$182K	Hold	1,763	–	–	0.1%	46
2020 Q3	$173K	Hold	1,763	–	–	0.11%	45
2020 Q2	$161K	Hold	1,763	–	–	0.11%	45
2020 Q1	$142K	Hold	1,763	–	–	0.12%	45
2019 Q4	$195K	Hold	1,763	–	–	0.12%	46
2019 Q3	$199K	Hold	1,763	–	–	0.13%	44
2019 Q2	$192K	Hold	1,763	–	–	0.13%	44
2019 Q1	$187K	Hold	1,763	–	–	0.12%	43
2018 Q4	$165K	Hold	1,763	–	–	0.12%	44
2018 Q3	$164K	Hold	1,763	–	–	0.1%	50
2018 Q2	$156K	Hold	1,763	–	–	0.1%	49
2018 Q1	$157K	Hold	1,763	–	–	0.1%	49
2017 Q4	$164K	Hold	1,763	–	–	0.1%	47
2017 Q3	$161K	Hold	1,763	–	–	0.1%	46
2017 Q2	$159K	Hold	1,763	–	–	0.11%	47
2017 Q1	$153K	Hold	1,763	–	–	0.1%	48
2016 Q4	$148K	Hold	1,763	–	–	0.1%	49
2016 Q3	$141K	Hold	1,763	–	–	0.11%	48
2016 Q2	$149K	Hold	1,763	–	–	0.12%	48
2016 Q1	$136K	Hold	1,763	–	–	0.11%	51
2015 Q4	$120K	Hold	1,763	–	–	0.09%	54
2015 Q3	$121K	Hold	1,763	–	–	0.1%	53
2015 Q2	$112K	Hold	1,763	–	–	0.08%	54
2015 Q1	$121K	Hold	1,763	–	–	0.09%	52
2014 Q4	$130K	Hold	1,763	–	–	0.09%	52
2014 Q3	$114K	Hold	1,763	–	–	0.08%	49
2014 Q2	$117K	Hold	1,763	–	–	0.09%	49
2014 Q1	$111K	Hold	1,763	–	–	0.09%	50
2013 Q4	$100K	Buy	+1,763	New	+$100K	0.08%	51