6 Meridian’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $219K | Buy |
1,836
+19
| +1% | +$2.27K | 0.02% | 354 |
|
|
2021
Q3 | $203K | Buy |
+1,817
| New | +$203K | 0.02% | 368 |
|
|
2020
Q2 | – | Sell |
-5,591
| Closed | -$452K | – | 370 |
|
|
2020
Q1 | $452K | Buy |
5,591
+417
| +8% | +$33.7K | 0.05% | 291 |
|
|
2019
Q4 | $572K | Buy |
5,174
+223
| +5% | +$24.7K | 0.05% | 300 |
|
|
2019
Q3 | $560K | Sell |
4,951
-94
| -2% | -$10.6K | 0.05% | 283 |
|
|
2019
Q2 | $549K | Buy |
5,045
+92
| +2% | +$10K | 0.06% | 236 |
|
|
2019
Q1 | $526K | Sell |
4,953
-320
| -6% | -$34K | 0.05% | 231 |
|
|
2018
Q4 | $495K | Sell |
5,273
-62
| -1% | -$5.82K | 0.06% | 238 |
|
|
2018
Q3 | $495K | Buy |
5,335
+170
| +3% | +$15.8K | 0.05% | 307 |
|
|
2018
Q2 | $456K | Sell |
5,165
-125
| -2% | -$11K | 0.05% | 309 |
|
|
2018
Q1 | $470K | Buy |
5,290
+468
| +10% | +$41.6K | 0.05% | 272 |
|
|
2017
Q4 | $449K | Buy |
+4,822
| New | +$449K | 0.05% | 297 |
|