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