SPIA
DTP

Steward Partners Investment Advisory’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Steward Partners Investment Advisory’s Portfolio DTP Stock Details DTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,150
Closed -$559K – 3510
2022
Q3 		$559K Buy
11,150
+1,575
+16% +$80.7K 0.01% 816
2022
Q2 		$492K Buy
9,575
+1,600
+20% +$83.6K 0.01% 858
2022
Q1 		$425K Buy
7,975
+383
+5% +$19.6K 0.01% 979
2021
Q4 		$390K Buy
7,592
+7,525
+11,231% +$378K 0.01% 1039
2021
Q3 		$3K Hold
67
– – ﹤0.01% 2960
2021
Q2 		$3K Buy
+67
New +$3.4K ﹤0.01% 6819

Steward Partners Investment Advisory's DTP Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q4 2022, closing a stake of 11,150 shares — an estimated $559K sold.

Steward Partners Investment Advisory first reported a position in DTP in Q2 2021 and held it in 6 quarters. The position peaked at $559K in Q3 2022. 0 funds tracked by Wall St. Rank hold DTP as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining DTE Energy Company 2019 Corporate Units position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 11,150 DTE Energy Company 2019 Corporate Units shares in Q4 2022, an estimated $559K.
  • Steward Partners Investment Advisory first reported a position in DTE Energy Company 2019 Corporate Units in Q2 2021 and held it in 6 quarters.
  • Steward Partners Investment Advisory's DTE Energy Company 2019 Corporate Units position peaked at $559K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.