OAM
Optimal Asset Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,224
| Closed | -$756K | – | 373 |
|
|
2020
Q4 | $756K | Hold |
6,224
| – | – | 0.11% | 284 |
|
|
2020
Q3 | $716K | Sell |
6,224
-2,800
| -31% | -$322K | 0.1% | 280 |
|
|
2020
Q2 | $970K | Sell |
9,024
-15,400
| -63% | -$1.66M | 0.16% | 216 |
|
|
2020
Q1 | $2.32K | Buy |
24,424
+11,227
| +85% | +$1.07K | 0.22% | 160 |
|
|
2019
Q4 | $1.71M | Buy |
+13,197
| New | +$1.71M | 0.26% | 148 |
|