LTI
DTP

Laffer Tengler Investments’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Laffer Tengler Investments’s Portfolio DTP Stock Details DTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-48,144
Closed -$2.41M – 492
2022
Q3 		$2.41M Sell
48,144
-1,887
-4% -$96.7K 0.88% 44
2022
Q2 		$2.58M Sell
50,031
-92
-0.2% -$4.81K 0.91% 41
2022
Q1 		$2.67M Buy
50,123
+299
+0.6% +$15.3K 0.8% 50
2021
Q4 		$2.56M Sell
49,824
-365
-0.7% -$18.3K 0.74% 51
2021
Q3 		$2.5M Sell
50,189
-1,045
-2% -$53.5K 0.72% 49
2021
Q2 		$2.52M Sell
51,234
-260
-0.5% -$13.2K 0.94% 39
2021
Q1 		$2.58M Sell
51,494
-374
-0.7% -$17.8K 0.98% 42
2020
Q4 		$2.46M Buy
51,868
+965
+2% +$46.2K 1.04% 38
2020
Q3 		$2.31M Buy
50,903
+1,335
+3% +$60.1K 1.16% 34
2020
Q2 		$2.1M Buy
49,568
+1,733
+4% +$71.7K 1.21% 36
2020
Q1 		$1.88M Buy
47,835
+5,500
+13% +$258K 1.47% 25
2019
Q4 		$2.17M Buy
+42,335
New +$2.12M 1.45% 25

Laffer Tengler Investments's DTP Position: Q4 2022 in Review

Laffer Tengler Investments sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q4 2022, closing a stake of 48,144 shares — an estimated $2.41M sold.

Laffer Tengler Investments first reported a position in DTP in Q4 2019 and held it in 12 quarters. The position peaked at $2.67M in Q1 2022. 0 funds tracked by Wall St. Rank hold DTP as of Q4 2022.

  • Laffer Tengler Investments reported no remaining DTE Energy Company 2019 Corporate Units position as of Q4 2022 after selling out during the quarter.
  • Laffer Tengler Investments sold 48,144 DTE Energy Company 2019 Corporate Units shares in Q4 2022, an estimated $2.41M.
  • Laffer Tengler Investments first reported a position in DTE Energy Company 2019 Corporate Units in Q4 2019 and held it in 12 quarters.
  • Laffer Tengler Investments's DTE Energy Company 2019 Corporate Units position peaked at $2.67M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q4 2022.

Based on Laffer Tengler Investments's 13F filing for Q4 2022, filed 10 Feb 2023.