Lombard Odier Asset Management (Switzerland)’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,006
| Closed | -$222K | – | 356 |
|
|
2019
Q4 | $222K | Hold |
2,006
| – | – | 0.02% | 340 |
|
|
2019
Q3 | $227K | Hold |
2,006
| – | – | 0.02% | 323 |
|
|
2019
Q2 | $218K | Hold |
2,006
| – | – | 0.02% | 315 |
|
|
2019
Q1 | $213K | Buy |
+2,006
| New | +$213K | 0.02% | 339 |
|
|
2017
Q3 | – | Sell |
-34,659
| Closed | -$3.12M | – | 362 |
|
|
2017
Q2 | $3.12M | Buy |
+34,659
| New | +$3.12M | 0.36% | 60 |
|
|
2014
Q4 | – | Sell |
-14,839
| Closed | -$966K | – | 479 |
|
|
2014
Q3 | $966K | Buy |
14,839
+13,512
| +1,018% | +$880K | 0.02% | 543 |
|
|
2014
Q2 | $88K | Buy |
+1,327
| New | +$88K | 0.01% | 527 |
|