Sowell Financial Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-432
| Closed | -$52K | – | 1099 |
|
|
2021
Q1 | $52K | Sell |
432
-720
| -63% | -$86.7K | ﹤0.01% | 1639 |
|
|
2020
Q4 | $119K | Sell |
1,152
-337
| -23% | -$34.8K | 0.01% | 1080 |
|
|
2020
Q3 | $146K | Buy |
1,489
+379
| +34% | +$37.2K | 0.01% | 838 |
|
|
2020
Q2 | $102K | Buy |
1,110
+11
| +1% | +$1.01K | 0.01% | 957 |
|
|
2020
Q1 | $89K | Sell |
1,099
-4,742
| -81% | -$384K | 0.01% | 880 |
|
|
2019
Q4 | $646K | Buy |
5,841
+4,215
| +259% | +$466K | 0.05% | 371 |
|
|
2019
Q3 | $184K | Buy |
+1,626
| New | +$184K | 0.02% | 670 |
|
|
2017
Q1 | – | Sell |
-864
| Closed | -$72K | – | 331 |
|
|
2016
Q4 | $72K | Buy |
+864
| New | +$72K | 0.02% | 302 |
|