Alta Advisers’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-600
| Closed | -$77K | – | 232 |
|
2024
Q3 | $77K | Hold |
600
| – | – | 0.04% | 352 |
|
2024
Q2 | $66.6K | Hold |
600
| – | – | 0.03% | 346 |
|
2024
Q1 | $67.3K | Hold |
600
| – | – | 0.03% | 351 |
|
2023
Q4 | $66.2K | Hold |
600
| – | – | 0.04% | 348 |
|
2023
Q3 | $59.6K | Hold |
600
| – | – | 0.03% | 347 |
|
2023
Q2 | $66K | Hold |
600
| – | – | 0.04% | 339 |
|
2023
Q1 | $65.7K | Hold |
600
| – | – | 0.04% | 338 |
|
2022
Q4 | $71K | Hold |
600
| – | – | 0.04% | 317 |
|
2022
Q3 | $69K | Buy |
+600
| New | +$69K | 0.04% | 312 |
|