Premier Asset Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,458
| Closed | -$320K | – | 116 |
|
2022
Q2 | $320K | Sell |
2,458
-1,786
| -42% | -$233K | 0.26% | 67 |
|
2022
Q1 | $561K | Sell |
4,244
-1,751
| -29% | -$231K | 0.17% | 69 |
|
2021
Q4 | $717K | Sell |
5,995
-1,628
| -21% | -$195K | 0.12% | 83 |
|
2021
Q3 | $852K | Buy |
7,623
+3,757
| +97% | +$420K | 0.12% | 95 |
|
2021
Q2 | $426K | Buy |
3,866
+212
| +6% | +$23.4K | 0.06% | 160 |
|
2021
Q1 | $414K | Buy |
3,654
+715
| +24% | +$81K | 0.07% | 139 |
|
2020
Q4 | $304K | Buy |
+2,939
| New | +$304K | 0.06% | 140 |
|