Heartland Bank & Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,805
| Closed | -$229K | – | 129 |
|
|
2022
Q2 | $229K | Hold |
1,805
| – | – | 0.2% | 125 |
|
|
2022
Q1 | $239K | Sell |
1,805
-280
| -13% | -$37.1K | 0.18% | 128 |
|
|
2021
Q4 | $249K | Sell |
2,085
-2,042
| -49% | -$244K | 0.18% | 120 |
|
|
2021
Q3 | $461K | Sell |
4,127
-1,196
| -22% | -$134K | 0.4% | 75 |
|
|
2021
Q2 | $587K | Buy |
5,323
+1,940
| +57% | +$214K | 0.54% | 54 |
|
|
2021
Q1 | $383K | Hold |
3,383
| – | – | 0.35% | 77 |
|
|
2020
Q4 | $350K | Buy |
+3,383
| New | +$350K | 0.31% | 85 |
|