WesBanco Bank’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,904
| Closed | -$210K | – | 593 |
|
|
2021
Q2 | $210K | Hold |
1,904
| – | – | 0.01% | 576 |
|
|
2021
Q1 | $216K | Buy |
+1,904
| New | +$216K | 0.01% | 531 |
|
|
2020
Q3 | – | Sell |
-2,393
| Closed | -$219K | – | 514 |
|
|
2020
Q2 | $219K | Buy |
+2,393
| New | +$219K | 0.01% | 472 |
|
|
2020
Q1 | – | Sell |
-2,746
| Closed | -$303K | – | 489 |
|
|
2019
Q4 | $303K | Buy |
2,746
+353
| +15% | +$39K | 0.01% | 433 |
|
|
2019
Q3 | $270K | Sell |
2,393
-1,352
| -36% | -$153K | 0.01% | 450 |
|
|
2019
Q2 | $408K | Hold |
3,745
| – | – | 0.02% | 398 |
|
|
2019
Q1 | $397K | Buy |
3,745
+1,228
| +49% | +$130K | 0.02% | 399 |
|
|
2018
Q4 | $236K | Sell |
2,517
-117
| -4% | -$11K | 0.01% | 434 |
|
|
2018
Q3 | $245K | Sell |
2,634
-17
| -0.6% | -$1.58K | 0.01% | 481 |
|
|
2018
Q2 | $234K | Hold |
2,651
| – | – | 0.01% | 483 |
|
|
2018
Q1 | $235K | Hold |
2,651
| – | – | 0.01% | 477 |
|
|
2017
Q4 | $247K | Hold |
2,651
| – | – | 0.02% | 375 |
|
|
2017
Q3 | $242K | Sell |
2,651
-28
| -1% | -$2.56K | 0.01% | 458 |
|
|
2017
Q2 | $241K | Sell |
2,679
-41
| -2% | -$3.69K | 0.01% | 445 |
|
|
2017
Q1 | $237K | Sell |
2,720
-35
| -1% | -$3.05K | 0.01% | 447 |
|
|
2016
Q4 | $231K | Hold |
2,755
| – | – | 0.01% | 446 |
|
|
2016
Q3 | $219K | Sell |
2,755
-118
| -4% | -$9.38K | 0.01% | 451 |
|
|
2016
Q2 | $243K | Sell |
2,873
-309
| -10% | -$26.1K | 0.01% | 432 |
|
|
2016
Q1 | $246K | Hold |
3,182
| – | – | 0.01% | 420 |
|
|
2015
Q4 | $217K | Hold |
3,182
| – | – | 0.01% | 445 |
|
|
2015
Q3 | $218K | Sell |
3,182
-462
| -13% | -$31.7K | 0.01% | 434 |
|
|
2015
Q2 | $231K | Hold |
3,644
| – | – | 0.01% | 464 |
|
|
2015
Q1 | $250K | Hold |
3,644
| – | – | 0.01% | 457 |
|
|
2014
Q4 | $267K | Sell |
3,644
-382
| -9% | -$28K | 0.01% | 437 |
|
|
2014
Q3 | $261K | Hold |
4,026
| – | – | 0.01% | 448 |
|
|
2014
Q2 | $267K | Hold |
4,026
| – | – | 0.01% | 436 |
|
|
2014
Q1 | $255K | Sell |
4,026
-141
| -3% | -$8.93K | 0.01% | 448 |
|
|
2013
Q4 | $235K | Sell |
4,167
-1,410
| -25% | -$79.5K | 0.01% | 468 |
|
|
2013
Q3 | $313K | Buy |
5,577
+392
| +8% | +$22K | 0.02% | 415 |
|
|
2013
Q2 | $296K | Buy |
+5,185
| New | +$296K | 0.02% | 404 |
|