RFM
Royal Fund Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-693
| Closed | -$65K | – | 249 |
|
|
2020
Q1 | $65K | Sell |
693
-92
| -12% | -$8.63K | 0.03% | 208 |
|
|
2019
Q4 | $101K | Hold |
785
| – | – | 0.03% | 196 |
|
|
2019
Q3 | $104K | Hold |
785
| – | – | 0.03% | 186 |
|
|
2019
Q2 | $100K | Hold |
785
| – | – | 0.03% | 179 |
|
|
2019
Q1 | $97K | Hold |
785
| – | – | 0.03% | 164 |
|
|
2018
Q4 | $86K | Hold |
785
| – | – | 0.03% | 153 |
|
|
2018
Q3 | $85K | Hold |
785
| – | – | 0.03% | 156 |
|
|
2018
Q2 | $81K | Hold |
785
| – | – | 0.03% | 161 |
|
|
2018
Q1 | $81K | Sell |
785
-95
| -11% | -$9.8K | 0.03% | 165 |
|
|
2017
Q4 | $96K | Hold |
880
| – | – | 0.03% | 164 |
|
|
2017
Q3 | $94K | Hold |
880
| – | – | 0.04% | 122 |
|
|
2017
Q2 | $93K | Hold |
880
| – | – | 0.04% | 120 |
|
|
2017
Q1 | $89K | Buy |
880
+20
| +2% | +$2.02K | 0.04% | 117 |
|
|
2016
Q4 | $84K | Buy |
+860
| New | +$84K | 0.05% | 110 |
|