Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-92
| Closed | -$7K | – | 344 |
|
|
2020
Q1 | $7K | Hold |
92
| – | – | ﹤0.01% | 565 |
|
|
2019
Q4 | $10K | Buy |
+92
| New | +$10K | 0.01% | 582 |
|
|
2019
Q3 | – | Sell |
-34
| Closed | -$4K | – | 343 |
|
|
2019
Q2 | $4K | Sell |
34
-84
| -71% | -$9.88K | ﹤0.01% | 617 |
|
|
2019
Q1 | $12K | Hold |
118
| – | – | 0.01% | 482 |
|
|
2018
Q4 | $11K | Hold |
118
| – | – | 0.01% | 457 |
|
|
2018
Q3 | $11K | Hold |
118
| – | – | 0.01% | 474 |
|
|
2018
Q2 | $10K | Buy |
+118
| New | +$10K | 0.01% | 577 |
|