Desjardins Global Asset 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
Q4 | – | Sell |
-2,279
| Closed | -$226K | – | 667 |
|
2023
Q3 | $226K | Sell |
2,279
-4,960
| -69% | -$492K | 0.02% | 352 |
|
2023
Q2 | $796K | Buy |
7,239
+1,299
| +22% | +$143K | 0.09% | 216 |
|
2023
Q1 | $651K | Sell |
5,940
-1,882
| -24% | -$206K | 0.08% | 206 |
|
2022
Q4 | $919K | Sell |
7,822
-2,691
| -26% | -$316K | 0.14% | 143 |
|
2022
Q3 | $1.21M | Buy |
10,513
+295
| +3% | +$33.9K | 0.15% | 137 |
|
2022
Q2 | $1.29M | Sell |
10,218
-1,702
| -14% | -$216K | 0.17% | 132 |
|
2022
Q1 | $1.58M | Buy |
11,920
+1,912
| +19% | +$253K | 0.14% | 153 |
|
2021
Q4 | $1.2M | Buy |
+10,008
| New | +$1.2M | 0.1% | 185 |
|