Advisor Partners II’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 | $1.05M | Buy |
10,591
+1,689
| +19% | +$168K | 0.04% | 471 |
|
|
2023
Q2 | $979K | Buy |
8,902
+103
| +1% | +$11.3K | 0.05% | 394 |
|
|
2023
Q1 | $964K | Buy |
8,799
+717
| +9% | +$78.5K | 0.05% | 364 |
|
|
2022
Q4 | $950K | Sell |
8,082
-112
| -1% | -$13.2K | 0.06% | 334 |
|
|
2022
Q3 | $943K | Buy |
+8,194
| New | +$943K | 0.07% | 277 |
|