Advisor Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.04M | Buy |
8,180
+136
| +2% | +$17.2K | 0.07% | 281 |
|
|
2022
Q1 | $1.06M | Buy |
8,044
+43
| +0.5% | +$5.68K | 0.07% | 283 |
|
|
2021
Q4 | $957K | Buy |
8,001
+144
| +2% | +$17.2K | 0.06% | 314 |
|
|
2021
Q3 | $878K | Sell |
7,857
-2,316
| -23% | -$259K | 0.06% | 303 |
|
|
2021
Q2 | $1.12M | Sell |
10,173
-108
| -1% | -$11.9K | 0.07% | 262 |
|
|
2021
Q1 | $1.17M | Sell |
10,281
-149
| -1% | -$16.9K | 0.08% | 237 |
|
|
2020
Q4 | $1.08M | Sell |
10,430
-107
| -1% | -$11.1K | 0.08% | 233 |
|
|
2020
Q3 | $1.03M | Sell |
10,537
-334
| -3% | -$32.7K | 0.09% | 201 |
|
|
2020
Q2 | $995K | Buy |
10,871
+2,062
| +23% | +$189K | 0.09% | 200 |
|
|
2020
Q1 | $712K | Buy |
8,809
+2,443
| +38% | +$197K | 0.09% | 213 |
|
|
2019
Q4 | $715K | Buy |
6,366
+203
| +3% | +$22.8K | 0.07% | 269 |
|
|
2019
Q3 | $697K | Buy |
6,163
+330
| +6% | +$37.3K | 0.08% | 248 |
|
|
2019
Q2 | $635K | Buy |
5,833
+182
| +3% | +$19.8K | 0.08% | 254 |
|
|
2019
Q1 | $600K | Sell |
5,651
-238
| -4% | -$25.3K | 0.08% | 264 |
|
|
2018
Q4 | $553K | Buy |
5,889
+77
| +1% | +$7.23K | 0.09% | 252 |
|
|
2018
Q3 | $540K | Buy |
5,812
+10
| +0.2% | +$929 | 0.07% | 285 |
|
|
2018
Q2 | $512K | Sell |
5,802
-155
| -3% | -$13.7K | 0.09% | 272 |
|
|
2018
Q1 | $529K | Buy |
5,957
+852
| +17% | +$75.7K | 0.1% | 247 |
|
|
2017
Q4 | $448K | Buy |
5,105
+475
| +10% | +$41.7K | 0.08% | 293 |
|
|
2017
Q3 | $423K | Sell |
4,630
-83
| -2% | -$7.58K | 0.08% | 274 |
|
|
2017
Q2 | $424K | Buy |
4,713
+25
| +0.5% | +$2.25K | 0.1% | 255 |
|
|
2017
Q1 | $407K | Buy |
4,688
+297
| +7% | +$25.8K | 0.11% | 240 |
|
|
2016
Q4 | $368K | Buy |
4,391
+720
| +20% | +$60.3K | 0.11% | 228 |
|
|
2016
Q3 | $293K | Buy |
3,671
+194
| +6% | +$15.5K | 0.1% | 260 |
|
|
2016
Q2 | $293K | Buy |
3,477
+106
| +3% | +$8.93K | 0.1% | 233 |
|
|
2016
Q1 | $260K | Buy |
3,371
+127
| +4% | +$9.8K | 0.1% | 249 |
|
|
2015
Q4 | $221K | Buy |
3,244
+147
| +5% | +$10K | 0.08% | 284 |
|
|
2015
Q3 | $212K | Buy |
+3,097
| New | +$212K | 0.09% | 280 |
|