Corient Capital Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $337K | Hold |
2,655
| – | – | 0.03% | 430 |
|
|
2022
Q2 | $337K | Buy |
2,655
+587
| +28% | +$74.5K | 0.03% | 441 |
|
|
2022
Q1 | $273K | Sell |
2,068
-2
| -0.1% | -$264 | 0.02% | 574 |
|
|
2021
Q4 | $247K | Sell |
2,070
-54
| -3% | -$6.44K | 0.02% | 594 |
|
|
2021
Q3 | $237K | Sell |
2,124
-279
| -12% | -$31.1K | 0.02% | 579 |
|
|
2021
Q2 | $265K | Buy |
2,403
+127
| +6% | +$14K | 0.02% | 524 |
|
|
2021
Q1 | $258K | Buy |
2,276
+52
| +2% | +$5.9K | 0.02% | 493 |
|
|
2020
Q4 | $230K | Buy |
2,224
+58
| +3% | +$6K | 0.02% | 447 |
|
|
2020
Q3 | $212K | Sell |
2,166
-146
| -6% | -$14.3K | 0.02% | 435 |
|
|
2020
Q2 | $212K | Buy |
+2,312
| New | +$212K | 0.03% | 422 |
|