Keystone Financial Group (Kentucky)’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 |
-1,978
| Closed | -$224K | – | 292 |
|
|
2021
Q1 | $224K | Buy |
1,978
+9
| +0.5% | +$1.02K | 0.04% | 259 |
|
|
2020
Q4 | $204K | Sell |
1,969
-652
| -25% | -$67.6K | 0.04% | 251 |
|
|
2020
Q3 | $257K | Buy |
2,621
+376
| +17% | +$36.9K | 0.06% | 195 |
|
|
2020
Q2 | $205K | Buy |
+2,245
| New | +$205K | 0.06% | 215 |
|
|
2020
Q1 | – | Sell |
-2,496
| Closed | -$276K | – | 217 |
|
|
2019
Q4 | $276K | Buy |
2,496
+10
| +0.4% | +$1.11K | 0.07% | 193 |
|
|
2019
Q3 | $281K | Sell |
2,486
-4
| -0.2% | -$452 | 0.09% | 180 |
|
|
2019
Q2 | $271K | Buy |
2,490
+232
| +10% | +$25.3K | 0.09% | 177 |
|
|
2019
Q1 | $240K | Buy |
+2,258
| New | +$240K | 0.09% | 183 |
|