iSAM Funds (UK)’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Buy |
+8,622
| New | +$1.14M | 0.25% | 138 |
|
2024
Q4 | – | Sell |
-7,973
| Closed | -$1.02M | – | 292 |
|
2024
Q3 | $1.02M | Buy |
7,973
+6,019
| +308% | +$773K | 0.58% | 46 |
|
2024
Q2 | $217K | Buy |
+1,954
| New | +$217K | 0.16% | 202 |
|
2023
Q3 | – | Sell |
-18,173
| Closed | -$2M | – | 256 |
|
2023
Q2 | $2M | Buy |
18,173
+16,101
| +777% | +$1.77M | 1.79% | 1 |
|
2023
Q1 | $227K | Buy |
+2,072
| New | +$227K | 0.29% | 130 |
|