Veritable’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,573
| Closed | -$503K | – | 228 |
|
|
2023
Q2 | $503K | Buy |
4,573
+324
| +8% | +$35.6K | 0.01% | 538 |
|
|
2023
Q1 | $465K | Sell |
4,249
-41
| -1% | -$4.49K | 0.01% | 564 |
|
|
2022
Q4 | $504K | Sell |
4,290
-43
| -1% | -$5.05K | 0.01% | 529 |
|
|
2022
Q3 | $499K | Sell |
4,333
-10
| -0.2% | -$1.15K | 0.01% | 490 |
|
|
2022
Q2 | $550K | Buy |
4,343
+230
| +6% | +$29.1K | 0.01% | 513 |
|
|
2022
Q1 | $544K | Buy |
4,113
+122
| +3% | +$16.1K | 0.01% | 539 |
|
|
2021
Q4 | $477K | Buy |
3,991
+49
| +1% | +$5.86K | 0.01% | 570 |
|
|
2021
Q3 | $440K | Sell |
3,942
-679
| -15% | -$75.8K | 0.01% | 578 |
|
|
2021
Q2 | $434K | Buy |
4,621
+128
| +3% | +$12K | 0.01% | 575 |
|
|
2021
Q1 | $509K | Buy |
4,493
+17
| +0.4% | +$1.93K | 0.01% | 504 |
|
|
2020
Q4 | $462K | Sell |
4,476
-90
| -2% | -$9.29K | 0.01% | 511 |
|
|
2020
Q3 | $447K | Sell |
4,566
-1,060
| -19% | -$104K | 0.01% | 480 |
|
|
2020
Q2 | $515K | Sell |
5,626
-402
| -7% | -$36.8K | 0.01% | 461 |
|
|
2020
Q1 | $487K | Sell |
6,028
-756
| -11% | -$61.1K | 0.01% | 453 |
|
|
2019
Q4 | $750K | Buy |
6,784
+482
| +8% | +$53.3K | 0.01% | 425 |
|
|
2019
Q3 | $713K | Buy |
6,302
+6
| +0.1% | +$679 | 0.01% | 422 |
|
|
2019
Q2 | $685K | Buy |
6,296
+193
| +3% | +$21K | 0.01% | 425 |
|
|
2019
Q1 | $648K | Buy |
6,103
+60
| +1% | +$6.37K | 0.01% | 436 |
|
|
2018
Q4 | $567K | Buy |
6,043
+43
| +0.7% | +$4.04K | 0.01% | 435 |
|
|
2018
Q3 | $557K | Sell |
6,000
-7
| -0.1% | -$650 | 0.01% | 465 |
|
|
2018
Q2 | $530K | Buy |
6,007
+120
| +2% | +$10.6K | 0.01% | 483 |
|
|
2018
Q1 | $523K | Sell |
5,887
-156
| -3% | -$13.9K | 0.01% | 477 |
|
|
2017
Q4 | $563K | Sell |
6,043
-1,032
| -15% | -$96.1K | 0.01% | 479 |
|
|
2017
Q3 | $646K | Hold |
7,075
| – | – | 0.01% | 442 |
|
|
2017
Q2 | $637K | Buy |
7,075
+60
| +0.9% | +$5.4K | 0.01% | 456 |
|
|
2017
Q1 | $610K | Hold |
7,015
| – | – | 0.01% | 439 |
|
|
2016
Q4 | $588K | Buy |
7,015
+609
| +10% | +$51K | 0.01% | 433 |
|
|
2016
Q3 | $511K | Buy |
6,406
+325
| +5% | +$25.9K | 0.01% | 458 |
|
|
2016
Q2 | $513K | Buy |
6,081
+440
| +8% | +$37.1K | 0.01% | 445 |
|
|
2016
Q1 | $435K | Sell |
5,641
-39
| -0.7% | -$3.01K | 0.01% | 481 |
|
|
2015
Q4 | $388K | Buy |
5,680
+160
| +3% | +$10.9K | 0.01% | 525 |
|
|
2015
Q3 | $378K | Buy |
5,520
+267
| +5% | +$18.3K | 0.01% | 517 |
|
|
2015
Q2 | $334K | Sell |
5,253
-768
| -13% | -$48.8K | 0.01% | 566 |
|
|
2015
Q1 | $413K | Sell |
6,021
-279
| -4% | -$19.1K | 0.01% | 653 |
|
|
2014
Q4 | $463K | Sell |
6,300
-7
| -0.1% | -$514 | 0.01% | 617 |
|
|
2014
Q3 | $408K | Buy |
6,307
+329
| +6% | +$21.3K | 0.01% | 657 |
|
|
2014
Q2 | $396K | Sell |
5,978
-221
| -4% | -$14.6K | 0.01% | 668 |
|
|
2014
Q1 | $392K | Sell |
6,199
-186
| -3% | -$11.8K | 0.01% | 647 |
|
|
2013
Q4 | $361K | Sell |
6,385
-719
| -10% | -$40.7K | 0.01% | 656 |
|
|
2013
Q3 | $399K | Buy |
7,104
+677
| +11% | +$38K | 0.01% | 638 |
|
|
2013
Q2 | $367K | Buy |
+6,427
| New | +$367K | 0.01% | 656 |
|