Reilly Financial Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 534 |
|
|
2021
Q3 | $22K | Sell |
200
-35
| -15% | -$3.85K | ﹤0.01% | 502 |
|
|
2021
Q2 | $26K | Hold |
235
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $27K | Hold |
235
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $24K | Hold |
235
| – | – | ﹤0.01% | 460 |
|
|
2020
Q3 | $23K | Hold |
235
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $22K | Hold |
235
| – | – | ﹤0.01% | 431 |
|
|
2020
Q1 | $19K | Hold |
235
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $26K | Buy |
+235
| New | +$26K | ﹤0.01% | 443 |
|
|
2016
Q2 | – | Sell |
-588
| Closed | -$45K | – | 824 |
|
|
2016
Q1 | $45K | Sell |
588
-235
| -29% | -$18K | 0.01% | 295 |
|
|
2015
Q4 | $56K | Buy |
823
+235
| +40% | +$16K | 0.01% | 283 |
|
|
2015
Q3 | $40K | Hold |
588
| – | – | 0.01% | 427 |
|
|
2015
Q2 | $37K | Hold |
588
| – | – | 0.01% | 495 |
|
|
2015
Q1 | $40K | Buy |
+588
| New | +$40K | 0.01% | 467 |
|
|
2014
Q4 | – | Sell |
-588
| Closed | -$38K | – | 830 |
|
|
2014
Q3 | $38K | Sell |
588
-572
| -49% | -$37K | 0.01% | 287 |
|
|
2014
Q2 | $76K | Buy |
1,160
+572
| +97% | +$37.5K | 0.02% | 214 |
|
|
2014
Q1 | $37K | Buy |
+588
| New | +$37K | 0.01% | 318 |
|