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