First Trust Direct Indexing’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $779K | Buy |
|
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|
2023
Q4 | $708K | Sell |
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|
2023
Q3 | $641K | Buy |
|
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $300K | Sell |
|
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $228K | Buy |
|