LTI
DTP
Laffer Tengler Investments’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 |
-48,144
| Closed | -$2.41M | – | 492 |
|
|
2022
Q3 | $2.41M | Sell |
48,144
-1,887
| -4% | -$94.3K | 0.88% | 44 |
|
|
2022
Q2 | $2.58M | Sell |
50,031
-92
| -0.2% | -$4.74K | 0.91% | 41 |
|
|
2022
Q1 | $2.67M | Buy |
50,123
+299
| +0.6% | +$15.9K | 0.8% | 50 |
|
|
2021
Q4 | $2.56M | Sell |
49,824
-365
| -0.7% | -$18.8K | 0.74% | 51 |
|
|
2021
Q3 | $2.5M | Sell |
50,189
-1,045
| -2% | -$52.1K | 0.72% | 49 |
|
|
2021
Q2 | $2.52M | Sell |
51,234
-260
| -0.5% | -$12.8K | 0.94% | 39 |
|
|
2021
Q1 | $2.58M | Sell |
51,494
-374
| -0.7% | -$18.7K | 0.98% | 42 |
|
|
2020
Q4 | $2.46M | Buy |
51,868
+965
| +2% | +$45.8K | 1.04% | 38 |
|
|
2020
Q3 | $2.31M | Buy |
50,903
+1,335
| +3% | +$60.6K | 1.16% | 34 |
|
|
2020
Q2 | $2.1M | Buy |
49,568
+1,733
| +4% | +$73.6K | 1.21% | 36 |
|
|
2020
Q1 | $1.88M | Buy |
47,835
+5,500
| +13% | +$216K | 1.47% | 25 |
|
|
2019
Q4 | $2.17M | Buy |
+42,335
| New | +$2.17M | 1.45% | 25 |
|