Coann Capital’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $26.9M | Buy |
229,211
+158,916
| +226% | +$18.7M | 12.83% | 1 |
|
|
2022
Q3 | $8.09M | Sell |
70,295
-60,714
| -46% | -$6.98M | 4.96% | 8 |
|
|
2022
Q2 | $16.6M | Buy |
+131,009
| New | +$16.6M | 11.34% | 3 |
|
|
2022
Q1 | – | Sell |
-105,060
| Closed | -$12.6M | – | 21 |
|
|
2021
Q4 | $12.6M | Buy |
105,060
+29,028
| +38% | +$3.47M | 6.86% | 2 |
|
|
2021
Q3 | $8.49M | Buy |
+76,032
| New | +$8.49M | 8.19% | 3 |
|