SIMG
DTP

Sonora Investment Management Group’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Sonora Investment Management Group’s Portfolio DTP Stock Details DTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-202,079
Closed -$10.4M – 213
2022
Q2 		$10.4M Buy
202,079
+3,067
+2% +$158K 0.98% 33
2022
Q1 		$10.6M Sell
199,012
-5,005
-2% -$267K 1.2% 27
2021
Q4 		$10.5M Buy
+204,017
New +$10.5M 1.22% 26