Contravisory Investment Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,658
| Closed | -$312K | – | 337 |
|
|
2022
Q4 | $312K | Buy |
2,658
+3
| +0.1% | +$353 | 0.09% | 156 |
|
|
2022
Q3 | $305K | Buy |
+2,655
| New | +$305K | 0.1% | 127 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 289 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 280 |
|
|
2018
Q2 | – | Sell |
-37,983
| Closed | -$3.38M | – | 339 |
|
|
2018
Q1 | $3.38M | Sell |
37,983
-1,322
| -3% | -$117K | 1.25% | 43 |
|
|
2017
Q4 | $3.66M | Sell |
39,305
-4,756
| -11% | -$443K | 1.33% | 41 |
|
|
2017
Q3 | $4.03M | Buy |
+44,061
| New | +$4.03M | 1.44% | 40 |
|