Zeke Capital Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $347K | Buy |
+2,949
| New | +$347K | 0.02% | 306 |
|
|
2020
Q1 | – | Sell |
-5,906
| Closed | -$653K | – | 314 |
|
|
2019
Q4 | $653K | Sell |
5,906
-5
| -0.1% | -$553 | 0.05% | 319 |
|
|
2019
Q3 | $669K | Sell |
5,911
-2,131
| -26% | -$241K | 0.06% | 294 |
|
|
2019
Q2 | $875K | Sell |
8,042
-108
| -1% | -$11.8K | 0.08% | 214 |
|
|
2019
Q1 | $865K | Sell |
8,150
-1,279
| -14% | -$136K | 0.08% | 212 |
|
|
2018
Q4 | $885K | Sell |
9,429
-857
| -8% | -$80.4K | 0.08% | 225 |
|
|
2018
Q3 | $955K | Hold |
10,286
| – | – | 0.08% | 257 |
|
|
2018
Q2 | $907K | Sell |
10,286
-1,224
| -11% | -$108K | 0.08% | 204 |
|
|
2018
Q1 | $1.02M | Buy |
11,510
+8,897
| +340% | +$791K | 0.09% | 193 |
|
|
2017
Q4 | $243K | Buy |
2,613
+114
| +5% | +$10.6K | 0.03% | 450 |
|
|
2017
Q3 | $228K | Buy |
+2,499
| New | +$228K | 0.03% | 389 |
|