Calamos 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
Q3
Sell
-3,328
Closed -$369K 315
2024
Q2
$369K Sell
3,328
-642
-16% -$71.3K 0.02% 225
2024
Q1
$445K Sell
3,970
-2
-0.1% -$224 0.03% 216
2023
Q4
$438K Sell
3,972
-103
-3% -$11.4K 0.03% 206
2023
Q3
$405K Sell
4,075
-212
-5% -$21K 0.03% 216
2023
Q2
$472K Sell
4,287
-442
-9% -$48.6K 0.03% 203
2023
Q1
$518K Sell
4,729
-5
-0.1% -$548 0.04% 193
2022
Q4
$556K Buy
+4,734
New +$556K 0.04% 188