Investment Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,782
| Closed | -$225K | – | 146 |
|
|
2020
Q1 | $225K | Buy |
2,782
+2
| +0.1% | +$162 | 0.16% | 108 |
|
|
2019
Q4 | $307K | Buy |
2,780
+2
| +0.1% | +$221 | 0.21% | 106 |
|
|
2019
Q3 | $314K | Buy |
2,778
+3
| +0.1% | +$339 | 0.23% | 95 |
|
|
2019
Q2 | $302K | Buy |
2,775
+61
| +2% | +$6.64K | 0.22% | 100 |
|
|
2019
Q1 | $288K | Buy |
2,714
+238
| +10% | +$25.3K | 0.21% | 102 |
|
|
2018
Q4 | $232K | Buy |
+2,476
| New | +$232K | 0.2% | 112 |
|
|
2018
Q3 | – | Sell |
-2,355
| Closed | -$208K | – | 139 |
|
|
2018
Q2 | $208K | Sell |
2,355
-275
| -10% | -$24.3K | 0.15% | 142 |
|
|
2018
Q1 | $234K | Sell |
2,630
-156
| -6% | -$13.9K | 0.17% | 132 |
|
|
2017
Q4 | $260K | Buy |
2,786
+1
| +0% | +$93 | 0.19% | 119 |
|
|
2017
Q3 | $254K | Buy |
+2,785
| New | +$254K | 0.22% | 100 |
|