SFE Investment Counsel’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,815
| Closed | -$200K | – | 120 |
|
|
2021
Q2 | $200K | Hold |
1,815
| – | – | 0.06% | 118 |
|
|
2021
Q1 | $206K | Buy |
+1,815
| New | +$206K | 0.06% | 116 |
|
|
2020
Q1 | – | Sell |
-2,350
| Closed | -$260K | – | 104 |
|
|
2019
Q4 | $260K | Sell |
2,350
-405
| -15% | -$44.8K | 0.11% | 102 |
|
|
2019
Q3 | $312K | Buy |
2,755
+405
| +17% | +$45.9K | 0.13% | 101 |
|
|
2019
Q2 | $256K | Hold |
2,350
| – | – | 0.11% | 104 |
|
|
2019
Q1 | $249K | Hold |
2,350
| – | – | 0.11% | 106 |
|
|
2018
Q4 | $221K | Hold |
2,350
| – | – | 0.11% | 113 |
|
|
2018
Q3 | $218K | Hold |
2,350
| – | – | 0.08% | 120 |
|
|
2018
Q2 | $207K | Hold |
2,350
| – | – | 0.09% | 121 |
|
|
2018
Q1 | $209K | Hold |
2,350
| – | – | 0.11% | 102 |
|
|
2017
Q4 | $219K | Hold |
2,350
| – | – | 0.09% | 109 |
|
|
2017
Q3 | $215K | Hold |
2,350
| – | – | 0.09% | 108 |
|
|
2017
Q2 | $212K | Sell |
2,350
-405
| -15% | -$36.5K | 0.09% | 104 |
|
|
2017
Q1 | $239K | Hold |
2,755
| – | – | 0.09% | 103 |
|
|
2016
Q4 | $230K | Hold |
2,755
| – | – | 0.09% | 99 |
|
|
2016
Q3 | $232K | Hold |
2,755
| – | – | 0.11% | 87 |
|
|
2016
Q2 | $232K | Hold |
2,755
| – | – | 0.11% | 88 |
|
|
2016
Q1 | $213K | Buy |
+2,755
| New | +$213K | 0.1% | 93 |
|
|
2015
Q3 | – | Sell |
-4,113
| Closed | -$261K | – | 96 |
|
|
2015
Q2 | $261K | Buy |
+4,113
| New | +$261K | 0.11% | 93 |
|