Achmea Investment Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-444
| Closed | -$49K | – | 535 |
|
|
2023
Q2 | $49K | Hold |
444
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $49K | Hold |
444
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $49K | Hold |
444
| – | – | ﹤0.01% | 567 |
|
|
2022
Q3 | $51K | Hold |
444
| – | – | ﹤0.01% | 565 |
|
|
2022
Q2 | $56K | Sell |
444
-171
| -28% | -$21.6K | ﹤0.01% | 550 |
|
|
2022
Q1 | $81K | Sell |
615
-105
| -15% | -$13.8K | ﹤0.01% | 559 |
|
|
2021
Q4 | $86K | Hold |
720
| – | – | ﹤0.01% | 305 |
|
|
2021
Q3 | $80K | Sell |
720
-18,004
| -96% | -$2M | ﹤0.01% | 531 |
|
|
2021
Q2 | $2.07M | Hold |
18,724
| – | – | 0.07% | 316 |
|
|
2021
Q1 | $2.12M | Buy |
+18,724
| New | +$2.12M | 0.07% | 315 |
|
|
2020
Q1 | – | Sell |
-17,241
| Closed | -$1.91M | – | 341 |
|
|
2019
Q4 | $1.91M | Buy |
17,241
+16,716
| +3,184% | +$1.85M | 0.07% | 265 |
|
|
2019
Q3 | $59K | Sell |
525
-9,998
| -95% | -$1.12M | ﹤0.01% | 489 |
|
|
2019
Q2 | $1.15M | Buy |
+10,523
| New | +$1.15M | 0.04% | 362 |
|
|
2019
Q1 | – | Sell |
-12,947
| Closed | -$1.22M | – | 442 |
|
|
2018
Q4 | $1.22M | Buy |
12,947
+10,250
| +380% | +$962K | 0.06% | 295 |
|
|
2018
Q3 | $250K | Sell |
2,697
-4,640
| -63% | -$430K | 0.01% | 458 |
|
|
2018
Q2 | $647K | Sell |
7,337
-14,685
| -67% | -$1.29M | 0.02% | 417 |
|
|
2018
Q1 | $1.96M | Sell |
22,022
-22,377
| -50% | -$1.99M | 0.07% | 291 |
|
|
2017
Q4 | $4.13M | Sell |
44,399
-10,965
| -20% | -$1.02M | 0.14% | 177 |
|
|
2017
Q3 | $5.06M | Sell |
55,364
-7,668
| -12% | -$701K | 0.29% | 89 |
|
|
2017
Q2 | $5.67M | Sell |
63,032
-4,959
| -7% | -$446K | 0.34% | 70 |
|
|
2017
Q1 | $5.91M | Buy |
+67,991
| New | +$5.91M | 0.28% | 93 |
|