Sowell Financial Services’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-300
| Closed | -$15K | – | 3061 |
|
2021
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 2178 |
|
2020
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 1898 |
|
2020
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 1714 |
|
2020
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 1613 |
|
2020
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 1596 |
|
2019
Q4 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 1553 |
|