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 |
|