Weaver Consulting Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-264
| Closed | -$26K | – | 337 |
|
|
2020
Q3 | $26K | Hold |
264
| – | – | 0.02% | 362 |
|
|
2020
Q2 | $24K | Hold |
264
| – | – | 0.01% | 362 |
|
|
2020
Q1 | $21K | Buy |
264
+2
| +0.8% | +$159 | 0.01% | 327 |
|
|
2019
Q4 | $30K | Hold |
262
| – | – | 0.02% | 306 |
|
|
2019
Q3 | $29K | Hold |
262
| – | – | 0.02% | 288 |
|
|
2019
Q2 | $29K | Hold |
262
| – | – | 0.02% | 282 |
|
|
2019
Q1 | $29K | Buy |
+262
| New | +$29K | 0.01% | 611 |
|