Vontobel Holding’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4,986
| Closed | -$557K | – | 1086 |
|
2021
Q3 | $557K | Buy |
4,986
+861
| +21% | +$96.2K | ﹤0.01% | 759 |
|
2021
Q2 | $455K | Sell |
4,125
-17,880
| -81% | -$1.97M | ﹤0.01% | 792 |
|
2021
Q1 | $2.49M | Buy |
22,005
+17,952
| +443% | +$2.03M | 0.02% | 362 |
|
2020
Q4 | $417K | Buy |
+4,053
| New | +$417K | ﹤0.01% | 657 |
|