Institutional & Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.11K | Sell |
46
-49
| -52% | -$5.44K | ﹤0.01% | 493 |
|
|
2024
Q1 | $10.7K | Buy |
95
+46
| +94% | +$5.16K | ﹤0.01% | 401 |
|
|
2023
Q4 | $5.4K | Buy |
49
+5
| +11% | +$551 | ﹤0.01% | 468 |
|
|
2023
Q3 | $4.37K | Hold |
44
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $4.84K | Sell |
44
-5
| -10% | -$550 | ﹤0.01% | 481 |
|
|
2023
Q1 | $5.37K | Hold |
49
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $5.76K | Hold |
49
| – | – | ﹤0.01% | 446 |
|
|
2022
Q3 | $6K | Hold |
49
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $6K | Hold |
49
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $6K | Hold |
49
| – | – | ﹤0.01% | 518 |
|
|
2021
Q4 | $6K | Hold |
49
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $5K | Sell |
49
-9
| -16% | -$918 | ﹤0.01% | 650 |
|
|
2021
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $7K | Hold |
58
| – | – | ﹤0.01% | 614 |
|
|
2020
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 611 |
|
|
2020
Q3 | $6K | Buy |
58
+19
| +49% | +$1.97K | ﹤0.01% | 552 |
|
|
2020
Q2 | $4K | Buy |
39
+8
| +26% | +$821 | ﹤0.01% | 599 |
|
|
2020
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 634 |
|