Sun Life Financial’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-135
| Closed | -$15K | – | 197 |
|
|
2021
Q1 | $15K | Hold |
135
| – | – | ﹤0.01% | 320 |
|
|
2020
Q4 | $14K | Sell |
135
-1
| -0.7% | -$104 | ﹤0.01% | 310 |
|
|
2020
Q3 | $13K | Buy |
136
+2
| +1% | +$191 | ﹤0.01% | 305 |
|
|
2020
Q2 | $12K | Hold |
134
| – | – | ﹤0.01% | 269 |
|
|
2020
Q1 | $11K | Buy |
134
+7
| +6% | +$575 | ﹤0.01% | 251 |
|
|
2019
Q4 | $14K | Sell |
127
-48
| -27% | -$5.29K | ﹤0.01% | 258 |
|
|
2019
Q3 | $20K | Buy |
175
+2
| +1% | +$229 | 0.01% | 396 |
|
|
2019
Q2 | $19K | Sell |
173
-191
| -52% | -$21K | ﹤0.01% | 397 |
|
|
2019
Q1 | $39K | Sell |
364
-225
| -38% | -$24.1K | 0.01% | 382 |
|
|
2018
Q4 | $55K | Buy |
589
+3
| +0.5% | +$280 | 0.01% | 375 |
|
|
2018
Q3 | $54K | Buy |
586
+9
| +2% | +$829 | 0.01% | 425 |
|
|
2018
Q2 | $51K | Buy |
577
+477
| +477% | +$42.2K | 0.01% | 425 |
|
|
2018
Q1 | $816 | Sell |
100
-362
| -78% | -$2.95K | 0.01% | 345 |
|
|
2017
Q4 | $43K | Sell |
462
-1,096
| -70% | -$102K | ﹤0.01% | 298 |
|
|
2017
Q3 | $142K | Buy |
1,558
+15
| +1% | +$1.37K | 0.01% | 288 |
|
|
2017
Q2 | $139K | Buy |
1,543
+1,531
| +12,758% | +$138K | 0.01% | 282 |
|
|
2017
Q1 | $97 | Buy |
12
+1
| +9% | +$8 | ﹤0.01% | 396 |
|
|
2016
Q4 | $96 | Buy |
+11
| New | +$96 | ﹤0.01% | 354 |
|