O'Shares Investment Advisers’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-11,080
| Closed | -$896K | – | 312 |
|
2020
Q1 | $896K | Sell |
11,080
-8
| -0.1% | -$647 | 0.16% | 107 |
|
2019
Q4 | $1.23M | Buy |
11,088
+525
| +5% | +$58K | 0.17% | 106 |
|
2019
Q3 | $1.2M | Sell |
10,563
-721
| -6% | -$81.6K | 0.18% | 104 |
|
2019
Q2 | $1.23M | Buy |
11,284
+660
| +6% | +$71.8K | 0.2% | 100 |
|
2019
Q1 | $1.13M | Buy |
10,624
+310
| +3% | +$32.9K | 0.19% | 102 |
|
2018
Q4 | $968K | Buy |
+10,314
| New | +$968K | 0.19% | 108 |
|