Bailard’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 |
-1,693
| Closed | -$215K | – | 690 |
|
|
2022
Q2 | $215K | Sell |
1,693
-38
| -2% | -$4.83K | 0.01% | 589 |
|
|
2022
Q1 | $229K | Hold |
1,731
| – | – | 0.01% | 630 |
|
|
2021
Q4 | $207K | Buy |
+1,731
| New | +$207K | 0.01% | 682 |
|
|
2021
Q3 | – | Sell |
-2,034
| Closed | -$224K | – | 722 |
|
|
2021
Q2 | $224K | Hold |
2,034
| – | – | 0.01% | 637 |
|
|
2021
Q1 | $230K | Hold |
2,034
| – | – | 0.01% | 613 |
|
|
2020
Q4 | $210K | Buy |
+2,034
| New | +$210K | 0.01% | 560 |
|