Aperio Group’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$13.8M Sell
133,408
-4,839
-4% -$500K 0.04% 446
2020
Q3
$13.5M Buy
138,247
+1,058
+0.8% +$104K 0.05% 380
2020
Q2
$12.6M Sell
137,189
-460
-0.3% -$42.1K 0.05% 387
2020
Q1
$11.1M Buy
137,649
+2,336
+2% +$189K 0.05% 379
2019
Q4
$15M Sell
135,313
-4,893
-3% -$541K 0.05% 382
2019
Q3
$15.9M Buy
140,206
+8,170
+6% +$924K 0.06% 336
2019
Q2
$14.4M Buy
132,036
+4,594
+4% +$500K 0.06% 357
2019
Q1
$13.5M Buy
127,442
+4,301
+3% +$457K 0.06% 359
2018
Q4
$11.6M Buy
123,141
+349
+0.3% +$32.8K 0.06% 361
2018
Q3
$11.4M Buy
122,792
+6,174
+5% +$573K 0.05% 398
2018
Q2
$10.3M Sell
116,618
-6,855
-6% -$605K 0.05% 424
2018
Q1
$11M Buy
123,473
+7,842
+7% +$697K 0.05% 401
2017
Q4
$10.8M Buy
115,631
+9,739
+9% +$907K 0.05% 398
2017
Q3
$9.68M Buy
105,892
+8,574
+9% +$783K 0.05% 401
2017
Q2
$8.76M Buy
97,318
+9,367
+11% +$843K 0.05% 409
2017
Q1
$7.64M Buy
87,951
+4,186
+5% +$364K 0.05% 412
2016
Q4
$7.02M Sell
83,765
-12,424
-13% -$1.04M 0.05% 402
2016
Q3
$7.67M Buy
96,189
+2,505
+3% +$200K 0.06% 402
2016
Q2
$7.9M Buy
93,684
+2,976
+3% +$251K 0.06% 354
2016
Q1
$7M Buy
90,708
+2,332
+3% +$180K 0.06% 367
2015
Q4
$6.03M Buy
88,376
+10,878
+14% +$742K 0.06% 397
2015
Q3
$5.3M Buy
77,498
+17,775
+30% +$1.22M 0.05% 407
2015
Q2
$3.79M Sell
59,723
-3,121
-5% -$198K 0.04% 502
2015
Q1
$4.32M Buy
62,844
+5,483
+10% +$377K 0.05% 448
2014
Q4
$4.22M Buy
57,361
+4,835
+9% +$355K 0.05% 423
2014
Q3
$3.4M Buy
52,526
+2,861
+6% +$185K 0.05% 460
2014
Q2
$3.29M Buy
49,665
+2,161
+5% +$143K 0.05% 454
2014
Q1
$3M Buy
+47,504
New +$3M 0.04% 563
2013
Q4
Sell
-37,156
Closed -$2.09M 640
2013
Q3
$2.09M Buy
37,156
+5,584
+18% +$313K 0.04% 571
2013
Q2
$1.8M Buy
+31,572
New +$1.8M 0.04% 539