Barber Financial Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $659K | Buy |
6,019
+6
| +0.1% | +$657 | 0.12% | 66 |
|
|
2022
Q4 | $707K | Sell |
6,013
-23
| -0.4% | -$2.7K | 0.2% | 54 |
|
|
2022
Q3 | $694K | Buy |
6,036
+6
| +0.1% | +$690 | 0.2% | 55 |
|
|
2022
Q2 | $764K | Buy |
6,030
+25
| +0.4% | +$3.17K | 0.13% | 51 |
|
|
2022
Q1 | $794K | Buy |
6,005
+167
| +3% | +$22.1K | 0.11% | 58 |
|
|
2021
Q4 | $698K | Hold |
5,838
| – | – | 0.08% | 76 |
|
|
2021
Q3 | $652K | Sell |
5,838
-1,281
| -18% | -$143K | 0.08% | 77 |
|
|
2021
Q2 | $785K | Sell |
7,119
-2,698
| -27% | -$298K | 0.11% | 64 |
|
|
2021
Q1 | $1.11M | Buy |
9,817
+2,491
| +34% | +$282K | 0.16% | 58 |
|
|
2020
Q4 | $757K | Buy |
7,326
+412
| +6% | +$42.6K | 0.14% | 65 |
|
|
2020
Q3 | $677K | Sell |
6,914
-28
| -0.4% | -$2.74K | 0.15% | 62 |
|
|
2020
Q2 | $635K | Buy |
6,942
+217
| +3% | +$19.8K | 0.15% | 61 |
|
|
2020
Q1 | $544K | Buy |
6,725
+1,778
| +36% | +$144K | 0.17% | 59 |
|
|
2019
Q4 | $547K | Buy |
4,947
+16
| +0.3% | +$1.77K | 0.11% | 80 |
|
|
2019
Q3 | $558K | Buy |
4,931
+49
| +1% | +$5.55K | 0.12% | 79 |
|
|
2019
Q2 | $531K | Buy |
4,882
+14
| +0.3% | +$1.52K | 0.12% | 80 |
|
|
2019
Q1 | $517K | Sell |
4,868
-584
| -11% | -$62K | 0.1% | 76 |
|
|
2018
Q4 | $512K | Buy |
5,452
+642
| +13% | +$60.3K | 0.11% | 75 |
|
|
2018
Q3 | $447K | Buy |
4,810
+1
| +0% | +$93 | 0.11% | 78 |
|
|
2018
Q2 | $424K | Buy |
4,809
+80
| +2% | +$7.05K | 0.12% | 82 |
|
|
2018
Q1 | $420K | Buy |
4,729
+164
| +4% | +$14.6K | 0.11% | 84 |
|
|
2017
Q4 | $425K | Buy |
4,565
+329
| +8% | +$30.6K | 0.11% | 77 |
|
|
2017
Q3 | $387K | Buy |
+4,236
| New | +$387K | 0.11% | 67 |
|