Rational Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13
| Closed | -$1K | – | 314 |
|
|
2020
Q3 | $1K | Sell |
13
-26
| -67% | -$2K | ﹤0.01% | 523 |
|
|
2020
Q2 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 435 |
|
|
2016
Q2 | – | Sell |
-18,800
| Closed | -$1.45M | – | 215 |
|
|
2016
Q1 | $1.45M | Buy |
+18,800
| New | +$1.45M | 0.95% | 31 |
|
|
2013
Q4 | – | Sell |
-9,659
| Closed | -$542K | – | 872 |
|
|
2013
Q3 | $542K | Hold |
9,659
| – | – | 0.04% | 379 |
|
|
2013
Q2 | $551K | Buy |
+9,659
| New | +$551K | 0.05% | 372 |
|