Telemus Capital’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $412K | Buy |
3,739
+30
| +0.8% | +$3.31K | 0.03% | 254 |
|
|
2023
Q3 | $368K | Buy |
3,709
+111
| +3% | +$11K | 0.03% | 243 |
|
|
2023
Q2 | $396K | Sell |
3,598
-329
| -8% | -$36.2K | 0.03% | 243 |
|
|
2023
Q1 | $430K | Buy |
3,927
+137
| +4% | +$15K | 0.04% | 234 |
|
|
2022
Q4 | $453K | Buy |
3,790
+133
| +4% | +$15.9K | 0.04% | 232 |
|
|
2022
Q3 | $421K | Buy |
3,657
+77
| +2% | +$8.86K | 0.04% | 217 |
|
|
2022
Q2 | $454K | Buy |
+3,580
| New | +$454K | 0.04% | 241 |
|
|
2021
Q4 | – | Sell |
-1,979
| Closed | -$221K | – | 378 |
|
|
2021
Q3 | $221K | Sell |
1,979
-346
| -15% | -$38.6K | 0.02% | 321 |
|
|
2021
Q2 | $256K | Sell |
2,325
-134
| -5% | -$14.8K | 0.02% | 306 |
|
|
2021
Q1 | $281K | Sell |
2,459
-516
| -17% | -$59K | 0.02% | 331 |
|
|
2020
Q4 | $307K | Sell |
2,975
-47
| -2% | -$4.85K | 0.02% | 316 |
|
|
2020
Q3 | $307K | Sell |
3,022
-118
| -4% | -$12K | 0.02% | 370 |
|
|
2020
Q2 | $287K | Hold |
3,140
| – | – | 0.02% | 348 |
|
|
2020
Q1 | $287K | Sell |
3,140
-29
| -0.9% | -$2.65K | 0.02% | 313 |
|
|
2019
Q4 | $350K | Buy |
3,169
+588
| +23% | +$64.9K | 0.03% | 294 |
|
|
2019
Q3 | $292K | Sell |
2,581
-13
| -0.5% | -$1.47K | 0.02% | 307 |
|
|
2019
Q2 | $280K | Sell |
2,594
-8,738
| -77% | -$943K | 0.02% | 300 |
|
|
2019
Q1 | $1.2M | Sell |
11,332
-107
| -0.9% | -$11.4K | 0.09% | 166 |
|
|
2018
Q4 | $1.07M | Buy |
11,439
+77
| +0.7% | +$7.23K | 0.09% | 171 |
|
|
2018
Q3 | $1.06M | Sell |
11,362
-47
| -0.4% | -$4.36K | 0.08% | 193 |
|
|
2018
Q2 | $1.01M | Sell |
11,409
-48
| -0.4% | -$4.23K | 0.08% | 204 |
|
|
2018
Q1 | $1.02M | Hold |
11,457
| – | – | 0.08% | 194 |
|
|
2017
Q4 | $1.07M | Buy |
11,457
+9,199
| +407% | +$857K | 0.08% | 197 |
|
|
2017
Q3 | $206K | Sell |
2,258
-8,936
| -80% | -$815K | 0.02% | 312 |
|
|
2017
Q2 | $1.01M | Buy |
11,194
+1,217
| +12% | +$110K | 0.1% | 151 |
|
|
2017
Q1 | $867K | Buy |
+9,977
| New | +$867K | 0.09% | 159 |
|
|
2016
Q4 | – | Sell |
-4,102
| Closed | -$327K | – | 312 |
|
|
2016
Q3 | $327K | Hold |
4,102
| – | – | 0.04% | 263 |
|
|
2016
Q2 | $346K | Buy |
+4,102
| New | +$346K | 0.04% | 255 |
|