Gradient Investments’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,333
| Closed | -$148K | – | 569 |
|
|
2024
Q2 | $148K | Buy |
1,333
+635
| +91% | +$70.5K | ﹤0.01% | 350 |
|
|
2024
Q1 | $78.3K | Sell |
698
-1,392
| -67% | -$156K | ﹤0.01% | 379 |
|
|
2023
Q4 | $230K | Hold |
2,090
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $207K | Sell |
2,090
-350
| -14% | -$34.7K | 0.01% | 313 |
|
|
2023
Q2 | $268K | Buy |
2,440
+374
| +18% | +$41.1K | 0.01% | 298 |
|
|
2023
Q1 | $226K | Sell |
2,066
-292
| -12% | -$32K | 0.01% | 284 |
|
|
2022
Q4 | $277K | Sell |
2,358
-873
| -27% | -$103K | 0.01% | 276 |
|
|
2022
Q3 | $372K | Hold |
3,231
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $410K | Buy |
3,231
+232
| +8% | +$29.4K | 0.01% | 237 |
|
|
2022
Q1 | $396K | Hold |
2,999
| – | – | 0.01% | 243 |
|
|
2021
Q4 | $359K | Buy |
2,999
+1,000
| +50% | +$120K | 0.01% | 239 |
|
|
2021
Q3 | $223K | Buy |
1,999
+36
| +2% | +$4.02K | 0.01% | 268 |
|
|
2021
Q2 | $217K | Hold |
1,963
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $222K | Buy |
1,963
+1,326
| +208% | +$150K | 0.01% | 278 |
|
|
2020
Q4 | $62K | Hold |
637
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $62K | Buy |
637
+346
| +119% | +$33.7K | ﹤0.01% | 376 |
|
|
2020
Q2 | $27K | Sell |
291
-255
| -47% | -$23.7K | ﹤0.01% | 474 |
|
|
2020
Q1 | $44K | Hold |
546
| – | – | ﹤0.01% | 367 |
|
|
2019
Q4 | $60K | Buy |
546
+481
| +740% | +$52.9K | ﹤0.01% | 365 |
|
|
2019
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 733 |
|
|
2019
Q2 | $7K | Sell |
65
-29
| -31% | -$3.12K | ﹤0.01% | 717 |
|
|
2019
Q1 | $10K | Hold |
94
| – | – | ﹤0.01% | 547 |
|
|
2018
Q4 | $9K | Sell |
94
-805
| -90% | -$77.1K | ﹤0.01% | 599 |
|
|
2018
Q3 | $83K | Hold |
899
| – | – | ﹤0.01% | 301 |
|
|
2018
Q2 | $79K | Buy |
899
+29
| +3% | +$2.55K | ﹤0.01% | 286 |
|
|
2018
Q1 | $77K | Sell |
870
-8
| -0.9% | -$708 | ﹤0.01% | 293 |
|
|
2017
Q4 | $82K | Buy |
+878
| New | +$82K | ﹤0.01% | 296 |
|
|
2017
Q3 | – | Sell |
-1,231
| Closed | -$111K | – | 351 |
|
|
2017
Q2 | $111K | Buy |
1,231
+3
| +0.2% | +$271 | 0.01% | 248 |
|
|
2017
Q1 | $107K | Sell |
1,228
-1,180
| -49% | -$103K | 0.01% | 254 |
|
|
2016
Q4 | $202K | Buy |
2,408
+416
| +21% | +$34.9K | 0.02% | 183 |
|
|
2016
Q3 | $159K | Hold |
1,992
| – | – | 0.02% | 189 |
|
|
2016
Q2 | $168K | Buy |
1,992
+241
| +14% | +$20.3K | 0.02% | 188 |
|
|
2016
Q1 | $135K | Hold |
1,751
| – | – | 0.02% | 197 |
|
|
2015
Q4 | $119K | Hold |
1,751
| – | – | 0.02% | 199 |
|
|
2015
Q3 | $120K | Buy |
+1,751
| New | +$120K | 0.02% | 187 |
|
|
2013
Q4 | – | Sell |
-7
| Closed | – | – | 594 |
|
|
2013
Q3 | $0 | Sell |
7
-42
| -86% | – | ﹤0.01% | 511 |
|
|
2013
Q2 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 341 |
|