Avitas Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.89M | Buy |
23,972
+138
| +0.6% | +$16.7K | 0.4% | 63 |
|
|
2024
Q3 | $3.06M | Buy |
23,834
+279
| +1% | +$35.8K | 0.43% | 62 |
|
|
2024
Q2 | $2.61M | Buy |
23,555
+53
| +0.2% | +$5.88K | 0.38% | 65 |
|
|
2024
Q1 | $2.64M | Buy |
23,502
+199
| +0.9% | +$22.3K | 0.4% | 62 |
|
|
2023
Q4 | $2.57M | Buy |
23,303
+682
| +3% | +$75.2K | 0.43% | 63 |
|
|
2023
Q3 | $2.25M | Sell |
22,621
-152
| -0.7% | -$15.1K | 0.43% | 66 |
|
|
2023
Q2 | $2.51M | Buy |
22,773
+100
| +0.4% | +$11K | 0.45% | 62 |
|
|
2023
Q1 | $2.48M | Sell |
22,673
-361
| -2% | -$39.5K | 0.49% | 60 |
|
|
2022
Q4 | $2.71M | Sell |
23,034
-304
| -1% | -$35.7K | 0.57% | 53 |
|
|
2022
Q3 | $2.69M | Buy |
23,338
+138
| +0.6% | +$15.9K | 0.62% | 50 |
|
|
2022
Q2 | $2.94M | Buy |
23,200
+276
| +1% | +$35K | 0.64% | 46 |
|
|
2022
Q1 | $3.03M | Buy |
22,924
+125
| +0.5% | +$16.5K | 0.55% | 56 |
|
|
2021
Q4 | $2.73M | Buy |
22,799
+378
| +2% | +$45.2K | 0.46% | 82 |
|
|
2021
Q3 | $2.51M | Sell |
22,421
-4,042
| -15% | -$452K | 0.46% | 86 |
|
|
2021
Q2 | $2.92M | Buy |
26,463
+660
| +3% | +$72.8K | 0.52% | 73 |
|
|
2021
Q1 | $2.92M | Buy |
25,803
+599
| +2% | +$67.9K | 0.57% | 65 |
|
|
2020
Q4 | $2.6M | Buy |
25,204
+518
| +2% | +$53.5K | 0.53% | 72 |
|
|
2020
Q3 | $2.42M | Buy |
24,686
+264
| +1% | +$25.8K | 0.67% | 49 |
|
|
2020
Q2 | $2.23M | Sell |
24,422
-625
| -2% | -$57.2K | 0.74% | 46 |
|
|
2020
Q1 | $2.02M | Sell |
25,047
-9,362
| -27% | -$757K | 0.92% | 38 |
|
|
2019
Q4 | $3.8M | Buy |
34,409
+197
| +0.6% | +$21.8K | 0.98% | 31 |
|
|
2019
Q3 | $3.87M | Buy |
34,212
+508
| +2% | +$57.5K | 1.07% | 26 |
|
|
2019
Q2 | $3.67M | Sell |
33,704
-75
| -0.2% | -$8.16K | 1.02% | 25 |
|
|
2019
Q1 | $3.59M | Buy |
33,779
+366
| +1% | +$38.9K | 1.04% | 28 |
|
|
2018
Q4 | $3.14M | Buy |
33,413
+136
| +0.4% | +$12.8K | 1.03% | 34 |
|
|
2018
Q3 | $3.09M | Buy |
33,277
+1,258
| +4% | +$117K | 0.88% | 48 |
|
|
2018
Q2 | $2.82M | Buy |
+32,019
| New | +$2.82M | 0.88% | 45 |
|