Next Financial Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $188K | Sell |
1,578
-945
| -37% | -$113K | 0.01% | 921 |
|
|
2021
Q3 | $283K | Sell |
2,523
-161
| -6% | -$18.1K | 0.02% | 686 |
|
|
2021
Q2 | $296K | Sell |
2,684
-229
| -8% | -$25.3K | 0.02% | 687 |
|
|
2021
Q1 | $331K | Buy |
2,913
+1,290
| +79% | +$147K | 0.03% | 578 |
|
|
2020
Q4 | $169K | Sell |
1,623
-3,388
| -68% | -$353K | 0.02% | 773 |
|
|
2020
Q3 | $492K | Buy |
5,011
+1,748
| +54% | +$172K | 0.05% | 334 |
|
|
2020
Q2 | $299K | Buy |
3,263
+21
| +0.6% | +$1.92K | 0.03% | 417 |
|
|
2020
Q1 | $262K | Buy |
3,242
+382
| +13% | +$30.9K | 0.03% | 462 |
|
|
2019
Q4 | $316K | Sell |
2,860
-2,419
| -46% | -$267K | 0.03% | 506 |
|
|
2019
Q3 | $597K | Buy |
5,279
+403
| +8% | +$45.6K | 0.06% | 318 |
|
|
2019
Q2 | $531K | Buy |
4,876
+4,708
| +2,802% | +$513K | 0.06% | 327 |
|
|
2019
Q1 | $18K | Sell |
168
-4,821
| -97% | -$517K | ﹤0.01% | 983 |
|
|
2018
Q4 | $468K | Buy |
4,989
+4,821
| +2,870% | +$452K | 0.1% | 231 |
|
|
2018
Q3 | $16K | Buy |
+168
| New | +$16K | 0.01% | 850 |
|
|
2017
Q4 | – | Sell |
-103
| Closed | -$10K | – | 530 |
|
|
2017
Q3 | $10K | Hold |
103
| – | – | ﹤0.01% | 1205 |
|
|
2017
Q2 | $9K | Sell |
103
-1,187
| -92% | -$104K | ﹤0.01% | 1338 |
|
|
2017
Q1 | $115K | Sell |
1,290
-3,741
| -74% | -$334K | 0.03% | 446 |
|
|
2016
Q4 | $422K | Buy |
5,031
+63
| +1% | +$5.28K | 0.07% | 295 |
|
|
2016
Q3 | $396K | Buy |
4,968
+3,466
| +231% | +$276K | 0.07% | 289 |
|
|
2016
Q2 | $126K | Buy |
1,502
+1,399
| +1,358% | +$117K | 0.04% | 399 |
|
|
2016
Q1 | $7K | Sell |
103
-118
| -53% | -$8.02K | ﹤0.01% | 1271 |
|
|
2015
Q4 | $15K | Hold |
221
| – | – | 0.01% | 1030 |
|
|
2015
Q3 | $15K | Hold |
221
| – | – | 0.01% | 1050 |
|
|
2015
Q2 | $14K | Buy |
221
+88
| +66% | +$5.58K | ﹤0.01% | 1142 |
|
|
2015
Q1 | $9K | Hold |
133
| – | – | ﹤0.01% | 1277 |
|
|
2014
Q4 | $10K | Sell |
133
-3,842
| -97% | -$289K | ﹤0.01% | 1241 |
|
|
2014
Q3 | $257K | Hold |
3,975
| – | – | 0.05% | 386 |
|
|
2014
Q2 | $253K | Buy |
+3,975
| New | +$253K | 0.13% | 133 |
|