B. Riley Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-38,432
| Closed | -$4.23M | – | 1554 |
|
|
2023
Q2 | $4.23M | Buy |
+38,432
| New | +$4.23M | 0.09% | 216 |
|
|
2015
Q1 | – | Sell |
-401
| Closed | -$29 | – | 922 |
|
|
2014
Q4 | $29 | Buy |
+401
| New | +$29 | ﹤0.01% | 2370 |
|
|
2014
Q3 | – | Sell |
-291
| Closed | -$19.3K | – | 950 |
|
|
2014
Q2 | $19.3K | Buy |
+291
| New | +$19.3K | ﹤0.01% | 1483 |
|