Wintrust Investments’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-276
| Closed | -$35K | – | 446 |
|
|
2024
Q3 | $35K | Sell |
276
-2,484
| -90% | -$315K | 0.03% | 368 |
|
|
2024
Q2 | $306K | Buy |
2,760
+1
| +0% | +$111 | 0.02% | 374 |
|
|
2024
Q1 | $309K | Buy |
2,759
+2
| +0.1% | +$224 | 0.03% | 366 |
|
|
2023
Q4 | $304K | Buy |
2,757
+9
| +0.3% | +$992 | 0.03% | 347 |
|
|
2023
Q3 | $273K | Buy |
2,748
+1
| +0% | +$99 | 0.03% | 343 |
|
|
2023
Q2 | $302K | Sell |
2,747
-27
| -1% | -$2.97K | 0.03% | 336 |
|
|
2023
Q1 | $304K | Buy |
2,774
+1
| +0% | +$110 | 0.04% | 270 |
|
|
2022
Q4 | $326K | Buy |
2,773
+1
| +0% | +$118 | 0.04% | 277 |
|
|
2022
Q3 | $319K | Sell |
2,772
-45
| -2% | -$5.18K | 0.04% | 293 |
|
|
2022
Q2 | $357K | Buy |
2,817
+1
| +0% | +$127 | 0.04% | 279 |
|
|
2022
Q1 | $372K | Buy |
2,816
+1
| +0% | +$132 | 0.04% | 295 |
|
|
2021
Q4 | $337K | Hold |
2,815
| – | – | 0.03% | 321 |
|
|
2021
Q3 | $314K | Sell |
2,815
-328
| -10% | -$36.6K | 0.04% | 215 |
|
|
2021
Q2 | $347K | Hold |
3,143
| – | – | 0.04% | 310 |
|
|
2021
Q1 | $356K | Buy |
+3,143
| New | +$356K | 0.04% | 303 |
|
|
2020
Q4 | – | Sell |
-3,282
| Closed | -$321K | – | 222 |
|
|
2020
Q3 | $321K | Hold |
3,282
| – | – | 0.04% | 261 |
|
|
2020
Q2 | $300K | Buy |
+3,282
| New | +$300K | 0.04% | 271 |
|