Tiedemann Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,936
| Closed | -$703K | – | 251 |
|
|
2022
Q4 | $703K | Buy |
5,936
+13
| +0.2% | +$1.54K | 0.03% | 140 |
|
|
2022
Q3 | $687K | Buy |
5,923
+1,533
| +35% | +$178K | 0.04% | 133 |
|
|
2022
Q2 | $561K | Sell |
4,390
-38
| -0.9% | -$4.86K | 0.04% | 148 |
|
|
2022
Q1 | $589K | Buy |
4,428
+38
| +0.9% | +$5.06K | 0.03% | 177 |
|
|
2021
Q4 | $528K | Hold |
4,390
| – | – | 0.03% | 186 |
|
|
2021
Q3 | $494K | Sell |
4,390
-926
| -17% | -$104K | 0.03% | 193 |
|
|
2021
Q2 | $591K | Sell |
5,316
-228
| -4% | -$25.3K | 0.02% | 221 |
|
|
2021
Q1 | $632K | Sell |
5,544
-26
| -0.5% | -$2.96K | 0.03% | 195 |
|
|
2020
Q4 | $580K | Sell |
5,570
-55,388
| -91% | -$5.77M | 0.03% | 194 |
|
|
2020
Q3 | $6.02M | Sell |
60,958
-1,659
| -3% | -$164K | 0.29% | 52 |
|
|
2020
Q2 | $5.8M | Buy |
62,617
+40,586
| +184% | +$3.76M | 0.31% | 48 |
|
|
2020
Q1 | $1.8M | Buy |
+22,031
| New | +$1.8M | 0.12% | 105 |
|
|
2017
Q4 | – | Sell |
-2,698
| Closed | -$215K | – | 252 |
|
|
2017
Q3 | $215K | Sell |
2,698
-732
| -21% | -$58.3K | 0.02% | 316 |
|
|
2017
Q2 | $309K | Buy |
3,430
+791
| +30% | +$71.3K | 0.02% | 362 |
|
|
2017
Q1 | $229K | Sell |
2,639
-61
| -2% | -$5.29K | 0.02% | 352 |
|
|
2016
Q4 | $226K | Buy |
+2,700
| New | +$226K | 0.02% | 287 |
|