Weld Capital Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,845
| Closed | -$1.68M | – | 266 |
|
|
2021
Q1 | $1.68M | Buy |
14,845
+11,173
| +304% | +$1.27M | 0.71% | 29 |
|
|
2020
Q4 | $379K | Sell |
3,672
-3,642
| -50% | -$376K | 0.15% | 231 |
|
|
2020
Q3 | $716K | Buy |
+7,314
| New | +$716K | 0.28% | 111 |
|
|
2020
Q1 | – | Sell |
-29,248
| Closed | -$3.23M | – | 505 |
|
|
2019
Q4 | $3.23M | Buy |
+29,248
| New | +$3.23M | 0.62% | 2 |
|