Abacus Wealth Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,933
| Closed | -$231K | – | 102 |
|
|
2021
Q4 | $231K | Sell |
1,933
-90
| -4% | -$10.8K | 0.08% | 105 |
|
|
2021
Q3 | $226K | Sell |
2,023
-354
| -15% | -$39.6K | 0.08% | 99 |
|
|
2021
Q2 | $262K | Buy |
2,377
+62
| +3% | +$6.84K | 0.1% | 84 |
|
|
2021
Q1 | $262K | Hold |
2,315
| – | – | 0.19% | 80 |
|
|
2020
Q4 | $239K | Buy |
+2,315
| New | +$239K | 0.21% | 76 |
|