Clarius Group LLC’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,997
| Closed | -$220K | – | 481 |
|
|
2023
Q2 | $220K | Sell |
1,997
-21
| -1% | -$2.31K | 0.02% | 465 |
|
|
2023
Q1 | $221K | Buy |
2,018
+19
| +1% | +$2.08K | 0.02% | 462 |
|
|
2022
Q4 | $235K | Buy |
1,999
+199
| +11% | +$23.4K | 0.02% | 446 |
|
|
2022
Q3 | $207K | Buy |
1,800
+147
| +9% | +$16.9K | 0.02% | 448 |
|
|
2022
Q2 | $210K | Buy |
+1,653
| New | +$210K | 0.02% | 432 |
|