Norris Perne & French’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,220
| Closed | -$245K | – | 124 |
|
|
2019
Q4 | $245K | Buy |
2,220
+15
| +0.7% | +$1.66K | 0.03% | 125 |
|
|
2019
Q3 | $250K | Buy |
2,205
+12
| +0.5% | +$1.36K | 0.03% | 120 |
|
|
2019
Q2 | $239K | Hold |
2,193
| – | – | 0.03% | 125 |
|
|
2019
Q1 | $233K | Buy |
+2,193
| New | +$233K | 0.03% | 117 |
|
|
2015
Q4 | – | Sell |
-3,183
| Closed | -$218K | – | 154 |
|
|
2015
Q3 | $218K | Buy |
+3,183
| New | +$218K | 0.05% | 136 |
|
|
2015
Q2 | – | Sell |
-350
| Closed | -$24K | – | 159 |
|
|
2015
Q1 | $24K | Buy |
+350
| New | +$24K | ﹤0.01% | 167 |
|