UBS Group’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-7,471
| Closed | -$375K | – | 10520 |
|
2022
Q3 | $375K | Buy |
7,471
+5,966
| +396% | +$299K | ﹤0.01% | 3601 |
|
2022
Q2 | $77K | Buy |
+1,505
| New | +$77K | ﹤0.01% | 4619 |
|
2021
Q3 | – | Sell |
-313
| Closed | -$15K | – | 9167 |
|
2021
Q2 | $15K | Buy |
313
+62
| +25% | +$2.97K | ﹤0.01% | 6575 |
|
2021
Q1 | $12K | Buy |
+251
| New | +$12K | ﹤0.01% | 6797 |
|