MainStreet Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,965
| Closed | -$226K | – | 172 |
|
|
2022
Q3 | $226K | Buy |
1,965
+1
| +0.1% | +$115 | 0.03% | 162 |
|
|
2022
Q2 | $249K | Sell |
1,964
-199
| -9% | -$25.2K | 0.03% | 162 |
|
|
2022
Q1 | $286K | Buy |
2,163
+10
| +0.5% | +$1.32K | 0.03% | 165 |
|
|
2021
Q4 | $257K | Sell |
2,153
-27
| -1% | -$3.22K | 0.02% | 176 |
|
|
2021
Q3 | $244K | Sell |
2,180
-370
| -15% | -$41.4K | 0.02% | 168 |
|
|
2021
Q2 | $243K | Buy |
2,550
+7
| +0.3% | +$667 | 0.02% | 174 |
|
|
2021
Q1 | $288K | Sell |
2,543
-144
| -5% | -$16.3K | 0.02% | 165 |
|
|
2020
Q4 | $277K | Sell |
2,687
-245
| -8% | -$25.3K | 0.02% | 166 |
|
|
2020
Q3 | $287K | Sell |
2,932
-15,112
| -84% | -$1.48M | 0.02% | 165 |
|
|
2020
Q2 | $1.65M | Buy |
18,044
+14,868
| +468% | +$1.36M | 0.11% | 112 |
|
|
2020
Q1 | $257K | Hold |
3,176
| – | – | 0.03% | 225 |
|
|
2019
Q4 | $351K | Buy |
3,176
+29
| +0.9% | +$3.21K | 0.04% | 149 |
|
|
2019
Q3 | $356K | Hold |
3,147
| – | – | 0.05% | 135 |
|
|
2019
Q2 | $342K | Buy |
+3,147
| New | +$342K | 0.04% | 135 |
|
|
2019
Q1 | – | Sell |
-3,969
| Closed | -$373K | – | 115 |
|
|
2018
Q4 | $373K | Hold |
3,969
| – | – | 0.06% | 116 |
|
|
2018
Q3 | $369K | Hold |
3,969
| – | – | 0.05% | 123 |
|
|
2018
Q2 | $350K | Sell |
3,969
-118
| -3% | -$10.4K | 0.05% | 125 |
|
|
2018
Q1 | $363K | Buy |
+4,087
| New | +$363K | 0.06% | 120 |
|