Kavar Capital Partners Group’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,875
| Closed | -$611K | – | 167 |
|
|
2022
Q2 | $611K | Buy |
+11,875
| New | +$611K | 0.14% | 100 |
|
|
2021
Q4 | – | Sell |
-12,375
| Closed | -$622K | – | 177 |
|
|
2021
Q3 | $622K | Buy |
+12,375
| New | +$622K | 0.14% | 109 |
|
|
2021
Q1 | – | Sell |
-12,375
| Closed | -$596K | – | 158 |
|
|
2020
Q4 | $596K | Hold |
12,375
| – | – | 0.17% | 96 |
|
|
2020
Q3 | $559K | Buy |
+12,375
| New | +$559K | 0.19% | 92 |
|