HIP
DTP
HUB Investment Partners’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,875
| Closed | -$395K | – | 196 |
|
|
2022
Q3 | $395K | Hold |
7,875
| – | – | 0.12% | 112 |
|
|
2022
Q2 | $405K | Sell |
7,875
-11,553
| -59% | -$594K | 0.13% | 116 |
|
|
2022
Q1 | $1.04M | Sell |
19,428
-2,470
| -11% | -$132K | 0.24% | 77 |
|
|
2021
Q4 | $1.12M | Sell |
21,898
-103
| -0.5% | -$5.29K | 0.26% | 82 |
|
|
2021
Q3 | $1.11M | Buy |
22,001
+1,887
| +9% | +$94.9K | 0.26% | 82 |
|
|
2021
Q2 | $994K | Buy |
20,114
+6,252
| +45% | +$309K | 0.27% | 86 |
|
|
2021
Q1 | $689K | Sell |
13,862
-1,725
| -11% | -$85.7K | 0.2% | 107 |
|
|
2020
Q4 | $704K | Buy |
+15,587
| New | +$704K | 0.32% | 75 |
|