LeJeune Puetz Investment Counsel’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,002
| Closed | -$109K | – | 179 |
|
|
2019
Q2 | $109K | Sell |
1,002
-235
| -19% | -$25.6K | 0.06% | 171 |
|
|
2019
Q1 | $131K | Hold |
1,237
| – | – | 0.07% | 154 |
|
|
2018
Q4 | $116K | Hold |
1,237
| – | – | 0.07% | 159 |
|
|
2018
Q3 | $115K | Hold |
1,237
| – | – | 0.07% | 156 |
|
|
2018
Q2 | $109K | Hold |
1,237
| – | – | 0.07% | 158 |
|
|
2018
Q1 | $110K | Hold |
1,237
| – | – | 0.07% | 141 |
|
|
2017
Q4 | $115K | Hold |
1,237
| – | – | 0.07% | 142 |
|
|
2017
Q3 | $113K | Sell |
1,237
-181
| -13% | -$16.5K | 0.07% | 142 |
|
|
2017
Q2 | $128K | Hold |
1,418
| – | – | 0.09% | 138 |
|
|
2017
Q1 | $123K | Hold |
1,418
| – | – | 0.09% | 138 |
|
|
2016
Q4 | $119K | Buy |
+1,418
| New | +$119K | 0.09% | 136 |
|