Financial Engines Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,837
| Closed | -$203K | – | 271 |
|
|
2021
Q2 | $203K | Sell |
1,837
-91
| -5% | -$10.1K | ﹤0.01% | 203 |
|
|
2021
Q1 | $219K | Sell |
1,928
-6,659
| -78% | -$756K | ﹤0.01% | 254 |
|
|
2020
Q4 | $895K | Sell |
8,587
-994
| -10% | -$104K | ﹤0.01% | 119 |
|
|
2020
Q3 | $945K | Sell |
9,581
-108
| -1% | -$10.7K | ﹤0.01% | 111 |
|
|
2020
Q2 | $894K | Buy |
9,689
+849
| +10% | +$78.3K | ﹤0.01% | 106 |
|
|
2020
Q1 | $721K | Buy |
8,840
+1,205
| +16% | +$98.3K | ﹤0.01% | 105 |
|
|
2019
Q4 | $850K | Buy |
7,635
+2
| +0% | +$223 | ﹤0.01% | 98 |
|
|
2019
Q3 | $870K | Buy |
+7,633
| New | +$870K | ﹤0.01% | 88 |
|
|
2017
Q3 | – | Sell |
-391,438
| Closed | -$35.2M | – | 101 |
|
|
2017
Q2 | $35.2M | Buy |
+391,438
| New | +$35.2M | 1.62% | 7 |
|