San Francisco Sentry Investment Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 583 |
|
2021
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 609 |
|
2020
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 577 |
|
2020
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 554 |
|
2020
Q2 | $3K | Buy |
38
+11
| +41% | +$868 | ﹤0.01% | 560 |
|
2020
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 656 |
|
2019
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 682 |
|
2019
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 673 |
|
2019
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 673 |
|
2019
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 696 |
|
2018
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 689 |
|
2018
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 700 |
|