Rational Advisors’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,055
| Closed | -$1.03M | – | 303 |
|
|
2021
Q4 | $1.03M | Hold |
20,055
| – | – | 0.06% | 92 |
|
|
2021
Q3 | $1.01M | Sell |
20,055
-19,700
| -50% | -$990K | 0.08% | 100 |
|
|
2021
Q2 | $1.97M | Buy |
39,755
+3,300
| +9% | +$163K | 0.23% | 47 |
|
|
2021
Q1 | $1.81M | Buy |
36,455
+9,555
| +36% | +$475K | 0.33% | 58 |
|
|
2020
Q4 | $1.3M | Sell |
26,900
-100
| -0.4% | -$4.81K | 0.35% | 67 |
|
|
2020
Q3 | $1.22M | Hold |
27,000
| – | – | 0.52% | 60 |
|
|
2020
Q2 | $1.14M | Sell |
27,000
-7,800
| -22% | -$330K | 0.59% | 58 |
|
|
2020
Q1 | $1.31M | Buy |
+34,800
| New | +$1.31M | 0.96% | 30 |
|