ASB Consultores’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,752
| Closed | -$212K | – | 152 |
|
2024
Q4 | $212K | Hold |
1,752
| – | – | 0.09% | 199 |
|
2024
Q3 | $225K | Sell |
1,752
-427
| -20% | -$54.8K | 0.09% | 187 |
|
2024
Q2 | $242K | Buy |
2,179
+101
| +5% | +$11.2K | 0.09% | 173 |
|
2024
Q1 | $233K | Buy |
+2,078
| New | +$233K | 0.06% | 265 |
|
2023
Q4 | – | Sell |
-2,135
| Closed | -$212K | – | 126 |
|
2023
Q3 | $212K | Buy |
2,135
+114
| +6% | +$11.3K | 0.08% | 128 |
|
2023
Q2 | $222K | Buy |
2,021
+19
| +0.9% | +$2.09K | 0.11% | 168 |
|
2023
Q1 | $219K | Buy |
+2,002
| New | +$219K | 0.09% | 169 |
|
2022
Q3 | – | Sell |
-1,648
| Closed | -$209K | – | 183 |
|
2022
Q2 | $209K | Buy |
+1,648
| New | +$209K | 0.09% | 161 |
|