Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,150
| Closed | -$559K | – | 3510 |
|
|
2022
Q3 | $559K | Buy |
11,150
+1,575
| +16% | +$79K | 0.01% | 816 |
|
|
2022
Q2 | $492K | Buy |
9,575
+1,600
| +20% | +$82.2K | 0.01% | 858 |
|
|
2022
Q1 | $425K | Buy |
7,975
+383
| +5% | +$20.4K | 0.01% | 979 |
|
|
2021
Q4 | $390K | Buy |
7,592
+7,525
| +11,231% | +$387K | 0.01% | 1039 |
|
|
2021
Q3 | $3K | Hold |
67
| – | – | ﹤0.01% | 2960 |
|
|
2021
Q2 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 6816 |
|