American Portfolios Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $271K | Sell |
2,360
-342
| -13% | -$39.3K | 0.01% | 896 |
|
|
2022
Q2 | $342K | Buy |
2,702
+10
| +0.4% | +$1.27K | 0.01% | 824 |
|
|
2022
Q1 | $356K | Buy |
2,692
+358
| +15% | +$47.3K | 0.01% | 887 |
|
|
2021
Q4 | $279K | Sell |
2,334
-5,582
| -71% | -$667K | 0.01% | 988 |
|
|
2021
Q3 | $884K | Buy |
7,916
+6,085
| +332% | +$680K | 0.03% | 499 |
|
|
2021
Q2 | $202K | Sell |
1,831
-5,798
| -76% | -$639K | 0.01% | 1092 |
|
|
2021
Q1 | $864K | Buy |
7,629
+38
| +0.5% | +$4.31K | 0.04% | 456 |
|
|
2020
Q4 | $784K | Sell |
7,591
-286
| -4% | -$29.6K | 0.04% | 419 |
|
|
2020
Q3 | $771K | Sell |
7,877
-313
| -4% | -$30.6K | 0.04% | 365 |
|
|
2020
Q2 | $749K | Sell |
8,190
-42
| -0.5% | -$3.84K | 0.05% | 339 |
|
|
2020
Q1 | $665K | Buy |
8,232
+194
| +2% | +$15.7K | 0.06% | 300 |
|
|
2019
Q4 | $889K | Sell |
8,038
-4,325
| -35% | -$478K | 0.06% | 293 |
|
|
2019
Q3 | $1.4M | Buy |
12,363
+1,797
| +17% | +$203K | 0.11% | 179 |
|
|
2019
Q2 | $1.15M | Sell |
10,566
-177
| -2% | -$19.3K | 0.1% | 210 |
|
|
2019
Q1 | $1.14M | Buy |
10,743
+3,178
| +42% | +$337K | 0.11% | 196 |
|
|
2018
Q4 | $710K | Buy |
7,565
+602
| +9% | +$56.5K | 0.09% | 221 |
|
|
2018
Q3 | $647K | Buy |
6,963
+5,615
| +417% | +$522K | 0.07% | 252 |
|
|
2018
Q2 | $119K | Hold |
1,348
| – | – | 0.02% | 746 |
|
|
2018
Q1 | $120K | Sell |
1,348
-544
| -29% | -$48.3K | 0.02% | 685 |
|
|
2017
Q4 | $176K | Buy |
+1,892
| New | +$176K | 0.03% | 547 |
|