AlphaSimPlex Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,257
| Closed | -$470K | – | 228 |
|
|
2021
Q2 | $470K | Hold |
4,257
| – | – | 0.23% | 166 |
|
|
2021
Q1 | $482K | Hold |
4,257
| – | – | 0.2% | 188 |
|
|
2020
Q4 | $440K | Buy |
4,257
+142
| +3% | +$14.7K | 0.15% | 233 |
|
|
2020
Q3 | $403K | Buy |
4,115
+1,517
| +58% | +$149K | 0.18% | 189 |
|
|
2020
Q2 | $238K | Buy |
+2,598
| New | +$238K | 0.18% | 196 |
|
|
2020
Q1 | – | Sell |
-3,980
| Closed | -$440K | – | 144 |
|
|
2019
Q4 | $440K | Hold |
3,980
| – | – | 0.17% | 187 |
|
|
2019
Q3 | $450K | Sell |
3,980
-1,374
| -26% | -$155K | 0.17% | 191 |
|
|
2019
Q2 | $583K | Buy |
5,354
+1,581
| +42% | +$172K | 0.18% | 188 |
|
|
2019
Q1 | $401K | Buy |
+3,773
| New | +$401K | 0.14% | 185 |
|