Deroy & Devereaux Private Investment Counsel’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 | – | Sell |
-84,892
| Closed | -$10.8M | – | 137 |
|
|
2022
Q2 | $10.8M | Sell |
84,892
-75,164
| -47% | -$9.53M | 0.89% | 56 |
|
|
2022
Q1 | $21.2M | Buy |
160,056
+1,377
| +0.9% | +$182K | 1.54% | 25 |
|
|
2021
Q4 | $19M | Sell |
158,679
-3,392
| -2% | -$405K | 1.4% | 38 |
|
|
2021
Q3 | $18.1M | Sell |
162,071
-31,730
| -16% | -$3.54M | 1.41% | 37 |
|
|
2021
Q2 | $21.4M | Sell |
193,801
-679
| -0.3% | -$74.9K | 1.61% | 24 |
|
|
2021
Q1 | $22M | Buy |
194,480
+182,894
| +1,579% | +$20.7M | 1.74% | 18 |
|
|
2020
Q4 | $1.2M | Buy |
11,586
+529
| +5% | +$54.7K | 0.11% | 96 |
|
|
2020
Q3 | $1.08M | Sell |
11,057
-2,056
| -16% | -$201K | 0.11% | 92 |
|
|
2020
Q2 | $1.2M | Buy |
+13,113
| New | +$1.2M | 0.13% | 89 |
|