Stifel Financial’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 |
-4,900
| Closed | -$246K | – | 3433 |
|
|
2022
Q3 | $246K | Buy |
4,900
+100
| +2% | +$5.02K | ﹤0.01% | 2841 |
|
|
2022
Q2 | $247K | Sell |
4,800
-220
| -4% | -$11.3K | ﹤0.01% | 2854 |
|
|
2022
Q1 | $268K | Buy |
5,020
+450
| +10% | +$24K | ﹤0.01% | 2952 |
|
|
2021
Q4 | $234K | Hold |
4,570
| – | – | ﹤0.01% | 3066 |
|
|
2021
Q3 | $230K | Buy |
+4,570
| New | +$230K | ﹤0.01% | 3061 |
|
|
2021
Q1 | – | Sell |
-4,975
| Closed | -$239K | – | 3319 |
|
|
2020
Q4 | $239K | Buy |
+4,975
| New | +$239K | ﹤0.01% | 2726 |
|