SIM
DTP
Sonora Investment Management’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 | $10.7M | Sell |
212,518
-4,135
| -2% | -$208K | 1.34% | 20 |
|
|
2021
Q2 | $10.7M | Buy |
216,653
+3,135
| +1% | +$155K | 1.4% | 18 |
|
|
2021
Q1 | $10.6M | Buy |
213,518
+6,690
| +3% | +$332K | 0.84% | 27 |
|
|
2020
Q4 | $9.96M | Buy |
206,828
+2,295
| +1% | +$110K | 0.83% | 30 |
|
|
2020
Q3 | $9.24M | Sell |
204,533
-3,698
| -2% | -$167K | 0.86% | 34 |
|
|
2020
Q2 | $8.81M | Sell |
208,231
-3,736
| -2% | -$158K | 0.9% | 33 |
|
|
2020
Q1 | $7.98M | Buy |
211,967
+19,192
| +10% | +$723K | 0.95% | 30 |
|
|
2019
Q4 | $9.88M | Buy |
+192,775
| New | +$9.88M | 0.93% | 27 |
|