Altshuler Shaham’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-387
| Closed | -$42.4K | – | 329 |
|
|
2023
Q1 | $42.4K | Sell |
387
-21
| -5% | -$2.3K | ﹤0.01% | 206 |
|
|
2022
Q4 | $48K | Sell |
408
-18
| -4% | -$2.12K | ﹤0.01% | 216 |
|
|
2022
Q3 | $51K | Sell |
426
-41
| -9% | -$4.91K | ﹤0.01% | 214 |
|
|
2022
Q2 | $60K | Sell |
467
-56
| -11% | -$7.2K | ﹤0.01% | 207 |
|
|
2022
Q1 | $69K | Sell |
523
-23
| -4% | -$3.03K | ﹤0.01% | 306 |
|
|
2021
Q4 | $66K | Buy |
+546
| New | +$66K | ﹤0.01% | 335 |
|
|
2021
Q2 | – | Sell |
-340
| Closed | -$38K | – | 639 |
|
|
2021
Q1 | $38K | Buy |
+340
| New | +$38K | ﹤0.01% | 318 |
|
|
2020
Q2 | – | Sell |
-1,652
| Closed | -$135K | – | 405 |
|
|
2020
Q1 | $135K | Sell |
1,652
-615
| -27% | -$50.3K | 0.01% | 140 |
|
|
2019
Q4 | $252K | Buy |
2,267
+396
| +21% | +$44K | 0.01% | 132 |
|
|
2019
Q3 | $212K | Buy |
1,871
+1,039
| +125% | +$118K | 0.01% | 146 |
|
|
2019
Q2 | $91K | Buy |
832
+421
| +102% | +$46K | ﹤0.01% | 162 |
|
|
2019
Q1 | $44K | Buy |
411
+137
| +50% | +$14.7K | ﹤0.01% | 142 |
|
|
2018
Q4 | $26K | Buy |
274
+18
| +7% | +$1.71K | ﹤0.01% | 143 |
|
|
2018
Q3 | $24K | Sell |
256
-73
| -22% | -$6.84K | ﹤0.01% | 154 |
|
|
2018
Q2 | $29K | Buy |
+329
| New | +$29K | ﹤0.01% | 115 |
|
|
2018
Q1 | – | Sell |
-195
| Closed | -$18K | – | 206 |
|
|
2017
Q4 | $18K | Buy |
+195
| New | +$18K | ﹤0.01% | 135 |
|