Moors & Cabot’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,001
| Closed | -$221K | – | 899 |
|
|
2023
Q4 | $221K | Sell |
2,001
-1,538
| -43% | -$170K | 0.01% | 722 |
|
|
2023
Q3 | $351K | Buy |
3,539
+250
| +8% | +$24.8K | 0.02% | 548 |
|
|
2023
Q2 | $362K | Buy |
3,289
+218
| +7% | +$24K | 0.02% | 549 |
|
|
2023
Q1 | $336K | Buy |
3,071
+220
| +8% | +$24.1K | 0.02% | 559 |
|
|
2022
Q4 | $335K | Buy |
2,851
+237
| +9% | +$27.9K | 0.02% | 541 |
|
|
2022
Q3 | $301K | Buy |
2,614
+103
| +4% | +$11.9K | 0.02% | 560 |
|
|
2022
Q2 | $318K | Buy |
2,511
+393
| +19% | +$49.8K | 0.02% | 543 |
|
|
2022
Q1 | $280K | Buy |
+2,118
| New | +$280K | 0.02% | 646 |
|