Integrated Investment Consultants’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 |
-2,044
| Closed | -$259K | – | 228 |
|
|
2022
Q2 | $259K | Buy |
+2,044
| New | +$259K | 0.09% | 181 |
|
|
2022
Q1 | – | Sell |
-2,240
| Closed | -$268K | – | 291 |
|
|
2021
Q4 | $268K | Hold |
2,240
| – | – | 0.07% | 246 |
|
|
2021
Q3 | $250K | Sell |
2,240
-391
| -15% | -$43.6K | 0.07% | 243 |
|
|
2021
Q2 | $290K | Hold |
2,631
| – | – | 0.08% | 210 |
|
|
2021
Q1 | $298K | Buy |
2,631
+1
| +0% | +$113 | 0.1% | 190 |
|
|
2020
Q4 | $272K | Buy |
2,630
+87
| +3% | +$9K | 0.1% | 186 |
|
|
2020
Q3 | $249K | Hold |
2,543
| – | – | 0.12% | 153 |
|
|
2020
Q2 | $233K | Hold |
2,543
| – | – | 0.11% | 138 |
|
|
2020
Q1 | $206K | Sell |
2,543
-745
| -23% | -$60.4K | 0.12% | 131 |
|
|
2019
Q4 | $363K | Hold |
3,288
| – | – | 0.15% | 100 |
|
|
2019
Q3 | $372K | Hold |
3,288
| – | – | 0.19% | 88 |
|
|
2019
Q2 | $358K | Hold |
3,288
| – | – | 0.18% | 90 |
|
|
2019
Q1 | $349K | Hold |
3,288
| – | – | 0.19% | 90 |
|
|
2018
Q4 | $309K | Hold |
3,288
| – | – | 0.17% | 95 |
|
|
2018
Q3 | $305K | Hold |
3,288
| – | – | 0.15% | 100 |
|
|
2018
Q2 | $290K | Hold |
3,288
| – | – | 0.15% | 101 |
|
|
2018
Q1 | $292K | Buy |
+3,288
| New | +$292K | 0.12% | 120 |
|
|
2017
Q3 | $290K | Hold |
3,170
| – | – | 0.13% | 101 |
|
|
2017
Q2 | $285K | Hold |
3,170
| – | – | 0.13% | 100 |
|
|
2017
Q1 | $275K | Hold |
3,170
| – | – | 0.13% | 103 |
|
|
2016
Q4 | $266K | Hold |
3,170
| – | – | 0.13% | 100 |
|
|
2016
Q3 | $250K | Hold |
3,170
| – | – | 0.13% | 104 |
|
|
2016
Q2 | $267K | Sell |
3,170
-307
| -9% | -$25.9K | 0.15% | 97 |
|
|
2016
Q1 | $263K | Hold |
3,477
| – | – | 0.15% | 94 |
|
|
2015
Q4 | $241K | Buy |
+3,477
| New | +$241K | 0.19% | 89 |
|