Aurora Investment Counsel’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 | – | Sell |
-1,795
| Closed | -$228K | – | 119 |
|
2022
Q2 | $228K | Hold |
1,795
| – | – | 0.16% | 118 |
|
2022
Q1 | $237K | Sell |
1,795
-165
| -8% | -$21.8K | 0.15% | 120 |
|
2021
Q4 | $234K | Sell |
1,960
-2,854
| -59% | -$341K | 0.14% | 123 |
|
2021
Q3 | $538K | Sell |
4,814
-941
| -16% | -$105K | 0.37% | 116 |
|
2021
Q2 | $635K | Buy |
+5,755
| New | +$635K | 0.44% | 108 |
|