B.O.S.S. Retirement Advisors’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 |
-10,384
| Closed | -$1.33M | – | 212 |
|
|
2024
Q3 | $1.33M | Buy |
10,384
+277
| +3% | +$35.6K | 0.27% | 94 |
|
|
2024
Q2 | $1.12M | Sell |
10,107
-514
| -5% | -$57.1K | 0.29% | 94 |
|
|
2024
Q1 | $1.17M | Sell |
10,621
-1,258
| -11% | -$139K | 0.45% | 88 |
|
|
2023
Q4 | $1.31M | Sell |
11,879
-1,939
| -14% | -$214K | 0.25% | 136 |
|
|
2023
Q3 | $1.37M | Sell |
13,818
-1,017
| -7% | -$101K | 0.3% | 127 |
|
|
2023
Q2 | $1.63M | Sell |
14,835
-76
| -0.5% | -$8.36K | 0.35% | 110 |
|
|
2023
Q1 | $1.63M | Buy |
14,911
+4,920
| +49% | +$539K | 0.38% | 106 |
|
|
2022
Q4 | $1.17M | Buy |
+9,991
| New | +$1.17M | 0.3% | 127 |
|