CPR Investments’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,201
| Closed | -$283K | – | 36 |
|
|
2024
Q3 | $283K | Sell |
2,201
-70
| -3% | -$8.99K | 0.27% | 35 |
|
|
2024
Q2 | $252K | Hold |
2,271
| – | – | 0.21% | 38 |
|
|
2024
Q1 | $254K | Buy |
2,271
+50
| +2% | +$5.6K | 0.19% | 42 |
|
|
2023
Q4 | $245K | Sell |
2,221
-96
| -4% | -$10.6K | 0.24% | 31 |
|
|
2023
Q3 | $230K | Sell |
2,317
-50
| -2% | -$4.96K | 0.25% | 32 |
|
|
2023
Q2 | $260K | Sell |
2,367
-34
| -1% | -$3.74K | 0.25% | 33 |
|
|
2023
Q1 | $263K | Sell |
2,401
-82
| -3% | -$8.99K | 0.25% | 26 |
|
|
2022
Q4 | $292K | Buy |
2,483
+50
| +2% | +$5.88K | 0.29% | 32 |
|
|
2022
Q3 | $280K | Sell |
2,433
-39
| -2% | -$4.49K | 0.36% | 22 |
|
|
2022
Q2 | $313K | Sell |
2,472
-89
| -3% | -$11.3K | 0.47% | 27 |
|
|
2022
Q1 | $339K | Sell |
2,561
-85
| -3% | -$11.3K | 0.28% | 59 |
|
|
2021
Q4 | $310K | Buy |
+2,646
| New | +$310K | 0.22% | 57 |
|