Cetera Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $708K | Buy |
+6,310
| New | +$708K | 0.01% | 1375 |
|
|
2018
Q4 | – | Sell |
-2,348
| Closed | -$219K | – | 871 |
|
|
2018
Q3 | $219K | Sell |
2,348
-293
| -11% | -$27.3K | 0.01% | 847 |
|
|
2018
Q2 | $233K | Hold |
2,641
| – | – | 0.01% | 758 |
|
|
2018
Q1 | $235K | Sell |
2,641
-288
| -10% | -$25.6K | 0.01% | 685 |
|
|
2017
Q4 | $273K | Buy |
2,929
+293
| +11% | +$27.3K | 0.02% | 612 |
|
|
2017
Q3 | $241K | Sell |
2,636
-176
| -6% | -$16.1K | 0.01% | 686 |
|
|
2017
Q2 | $254K | Buy |
2,812
+288
| +11% | +$26K | 0.02% | 658 |
|
|
2017
Q1 | $218K | Sell |
2,524
-235
| -9% | -$20.3K | 0.01% | 680 |
|
|
2016
Q4 | $232K | Sell |
2,759
-690
| -20% | -$58K | 0.02% | 591 |
|
|
2016
Q3 | $275K | Buy |
3,449
+134
| +4% | +$10.7K | 0.02% | 580 |
|
|
2016
Q2 | $279K | Sell |
3,315
-409
| -11% | -$34.4K | 0.02% | 582 |
|
|
2016
Q1 | $287K | Buy |
3,724
+235
| +7% | +$18.1K | 0.02% | 538 |
|
|
2015
Q4 | $238K | Buy |
+3,489
| New | +$238K | 0.02% | 599 |
|
|
2015
Q1 | – | Sell |
-3,339
| Closed | -$246K | – | 699 |
|
|
2014
Q4 | $246K | Buy |
3,339
+9
| +0.3% | +$663 | 0.02% | 538 |
|
|
2014
Q3 | $216K | Hold |
3,330
| – | – | 0.02% | 525 |
|
|
2014
Q2 | $221K | Buy |
+3,330
| New | +$221K | 0.02% | 512 |
|