Sonora Investment Management’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 | $127K | Sell |
1,135
-199
| -15% | -$22.3K | 0.02% | 268 |
|
|
2021
Q2 | $147K | Buy |
1,334
+1,305
| +4,500% | +$144K | 0.02% | 228 |
|
|
2021
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 1626 |
|
|
2020
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 1574 |
|
|
2020
Q2 | $3K | Sell |
29
-206
| -88% | -$21.3K | ﹤0.01% | 1507 |
|
|
2020
Q1 | $19K | Buy |
+235
| New | +$19K | ﹤0.01% | 789 |
|
|
2019
Q2 | – | Sell |
-1,175
| Closed | -$125K | – | 1680 |
|
|
2019
Q1 | $125K | Hold |
1,175
| – | – | 0.02% | 286 |
|
|
2018
Q4 | $110K | Buy |
+1,175
| New | +$110K | 0.02% | 283 |
|