SevenBridge Financial Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-1,777
| Closed | -$201K | – | 144 |
|
2019
Q3 | $201K | Hold |
1,777
| – | – | 0.11% | 140 |
|
2019
Q2 | $193K | Hold |
1,777
| – | – | 0.07% | 144 |
|
2019
Q1 | $189K | Buy |
1,777
+26
| +1% | +$2.77K | 0.07% | 136 |
|
2018
Q4 | $164K | Buy |
1,751
+1,022
| +140% | +$95.7K | 0.1% | 141 |
|
2018
Q3 | $68K | Buy |
+729
| New | +$68K | 0.04% | 195 |
|