Veritable’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,573
| Closed | -$503K | – | 228 |
|
|
2023
Q2 | $503K | Buy |
4,573
+324
| +8% | +$36.1K | 0.01% | 539 |
|
|
2023
Q1 | $465K | Sell |
4,249
-41
| -1% | -$4.59K | 0.01% | 565 |
|
|
2022
Q4 | $504K | Sell |
4,290
-43
| -1% | -$4.88K | 0.01% | 530 |
|
|
2022
Q3 | $499K | Sell |
4,333
-10
| -0.2% | -$1.29K | 0.01% | 492 |
|
|
2022
Q2 | $550K | Buy |
4,343
+230
| +6% | +$30K | 0.01% | 515 |
|
|
2022
Q1 | $544K | Buy |
4,113
+122
| +3% | +$14.9K | 0.01% | 542 |
|
|
2021
Q4 | $477K | Buy |
3,991
+49
| +1% | +$5.6K | 0.01% | 575 |
|
|
2021
Q3 | $440K | Sell |
3,942
-679
| -15% | -$79.6K | 0.01% | 583 |
|
|
2021
Q2 | $434K | Buy |
4,621
+128
| +3% | +$15K | 0.01% | 580 |
|
|
2021
Q1 | $509K | Buy |
4,493
+17
| +0.4% | +$1.78K | 0.01% | 506 |
|
|
2020
Q4 | $462K | Sell |
4,476
-90
| -2% | -$9.49K | 0.01% | 513 |
|
|
2020
Q3 | $447K | Sell |
4,566
-1,060
| -19% | -$104K | 0.01% | 482 |
|
|
2020
Q2 | $515K | Sell |
5,626
-402
| -7% | -$35.6K | 0.01% | 461 |
|
|
2020
Q1 | $487K | Sell |
6,028
-756
| -11% | -$76.7K | 0.01% | 456 |
|
|
2019
Q4 | $750K | Buy |
6,784
+482
| +8% | +$52K | 0.01% | 426 |
|
|
2019
Q3 | $713K | Buy |
6,302
+6
| +0.1% | +$663 | 0.01% | 423 |
|
|
2019
Q2 | $685K | Buy |
6,296
+193
| +3% | +$20.7K | 0.01% | 426 |
|
|
2019
Q1 | $648K | Buy |
6,103
+60
| +1% | +$6.06K | 0.01% | 437 |
|
|
2018
Q4 | $567K | Buy |
6,043
+43
| +0.7% | +$4.2K | 0.01% | 440 |
|
|
2018
Q3 | $557K | Sell |
6,000
-7
| -0.1% | -$653 | 0.01% | 472 |
|
|
2018
Q2 | $530K | Buy |
6,007
+120
| +2% | +$10.4K | 0.01% | 489 |
|
|
2018
Q1 | $523K | Sell |
5,887
-156
| -3% | -$13.7K | 0.01% | 484 |
|
|
2017
Q4 | $563K | Sell |
6,043
-1,032
| -15% | -$98.1K | 0.01% | 484 |
|
|
2017
Q3 | $646K | Hold |
7,075
| – | – | 0.01% | 446 |
|
|
2017
Q2 | $637K | Buy |
7,075
+60
| +0.9% | +$5.44K | 0.01% | 460 |
|
|
2017
Q1 | $610K | Hold |
7,015
| – | – | 0.01% | 441 |
|
|
2016
Q4 | $588K | Buy |
7,015
+609
| +10% | +$49K | 0.01% | 435 |
|
|
2016
Q3 | $511K | Buy |
6,406
+325
| +5% | +$26.5K | 0.01% | 463 |
|
|
2016
Q2 | $513K | Buy |
6,081
+440
| +8% | +$34K | 0.01% | 447 |
|
|
2016
Q1 | $435K | Sell |
5,641
-39
| -0.7% | -$2.82K | 0.01% | 482 |
|
|
2015
Q4 | $388K | Buy |
5,680
+160
| +3% | +$11K | 0.01% | 529 |
|
|
2015
Q3 | $378K | Buy |
5,520
+267
| +5% | +$17.9K | 0.01% | 520 |
|
|
2015
Q2 | $334K | Sell |
5,253
-768
| -13% | -$51.4K | 0.01% | 568 |
|
|
2015
Q1 | $413K | Sell |
6,021
-279
| -4% | -$20K | 0.01% | 655 |
|
|
2014
Q4 | $463K | Sell |
6,300
-7
| -0.1% | -$486 | 0.01% | 619 |
|
|
2014
Q3 | $408K | Buy |
6,307
+329
| +6% | +$21.3K | 0.01% | 661 |
|
|
2014
Q2 | $396K | Sell |
5,978
-221
| -4% | -$14.3K | 0.01% | 672 |
|
|
2014
Q1 | $392K | Sell |
6,199
-186
| -3% | -$11K | 0.01% | 651 |
|
|
2013
Q4 | $361K | Sell |
6,385
-719
| -10% | -$41.2K | 0.01% | 659 |
|
|
2013
Q3 | $399K | Buy |
7,104
+677
| +11% | +$39.2K | 0.01% | 643 |
|
|
2013
Q2 | $367K | Buy |
+6,427
| New | +$379K | 0.01% | 661 |
|
Other funds holding DTE
