Sigma Planning Corp’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,733
| Closed | -$283K | – | 1497 |
|
|
2021
Q2 | $283K | Hold |
5,733
| – | – | 0.01% | 1100 |
|
|
2021
Q1 | $285K | Hold |
5,733
| – | – | 0.01% | 998 |
|
|
2020
Q4 | $276K | Hold |
5,733
| – | – | 0.01% | 931 |
|
|
2020
Q3 | $259K | Hold |
5,733
| – | – | 0.01% | 838 |
|
|
2020
Q2 | $243K | Hold |
5,733
| – | – | 0.01% | 857 |
|
|
2020
Q1 | $216K | Buy |
+5,733
| New | +$216K | 0.01% | 753 |
|