Sanford Advisory Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $331K | Hold |
2,818
| – | – | 0.08% | 106 |
|
|
2022
Q3 | $324K | Hold |
2,818
| – | – | 0.09% | 84 |
|
|
2022
Q2 | $357K | Hold |
2,818
| – | – | 0.1% | 80 |
|
|
2022
Q1 | $373K | Hold |
2,818
| – | – | 0.1% | 78 |
|
|
2021
Q4 | $337K | Hold |
2,818
| – | – | 0.08% | 84 |
|
|
2021
Q3 | $315K | Sell |
2,818
-493
| -15% | -$55.1K | 0.08% | 85 |
|
|
2021
Q2 | $365K | Hold |
3,311
| – | – | 0.09% | 77 |
|
|
2021
Q1 | $375K | Hold |
3,311
| – | – | 0.1% | 77 |
|
|
2020
Q4 | $342K | Buy |
+3,311
| New | +$342K | 0.11% | 70 |
|