BDO 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
Q2 | $1.1M | Buy |
9,983
+228
| +2% | +$25.1K | 0.13% | 124 |
|
|
2023
Q1 | $1.07M | Buy |
9,755
+121
| +1% | +$13.3K | 0.13% | 123 |
|
|
2022
Q4 | $1.13M | Buy |
9,634
+274
| +3% | +$32.2K | 0.14% | 124 |
|
|
2022
Q3 | $1.08M | Sell |
9,360
-225
| -2% | -$25.9K | 0.14% | 120 |
|
|
2022
Q2 | $1.22M | Buy |
9,585
+201
| +2% | +$25.5K | 0.15% | 116 |
|
|
2022
Q1 | $1.24M | Buy |
9,384
+641
| +7% | +$84.8K | 0.13% | 117 |
|
|
2021
Q4 | $1.05M | Buy |
8,743
+318
| +4% | +$38K | 0.11% | 135 |
|
|
2021
Q3 | $941K | Sell |
8,425
-175
| -2% | -$19.5K | 0.1% | 136 |
|
|
2021
Q2 | $949K | Buy |
8,600
+556
| +7% | +$61.4K | 0.11% | 132 |
|
|
2021
Q1 | $911K | Buy |
8,044
+81
| +1% | +$9.17K | 0.11% | 137 |
|
|
2020
Q4 | $823K | Sell |
7,963
-98
| -1% | -$10.1K | 0.12% | 118 |
|
|
2020
Q3 | $789K | Buy |
8,061
+197
| +3% | +$19.3K | 0.13% | 111 |
|
|
2020
Q2 | $719K | Sell |
7,864
-60
| -0.8% | -$5.49K | 0.13% | 112 |
|
|
2020
Q1 | $641K | Buy |
7,924
+1,062
| +15% | +$85.9K | 0.13% | 112 |
|
|
2019
Q4 | $758K | Sell |
6,862
-566
| -8% | -$62.5K | 0.2% | 92 |
|
|
2019
Q3 | $841K | Buy |
7,428
+71
| +1% | +$8.04K | 0.22% | 88 |
|
|
2019
Q2 | $801K | Sell |
7,357
-9
| -0.1% | -$980 | 0.22% | 89 |
|
|
2019
Q1 | $782K | Buy |
7,366
+255
| +4% | +$27.1K | 0.23% | 85 |
|
|
2018
Q4 | $668K | Buy |
7,111
+255
| +4% | +$24K | 0.23% | 81 |
|
|
2018
Q3 | $637K | Buy |
6,856
+970
| +16% | +$90.1K | 0.21% | 90 |
|
|
2018
Q2 | $519K | Buy |
5,886
+185
| +3% | +$16.3K | 0.18% | 90 |
|
|
2018
Q1 | $507K | Sell |
5,701
-374
| -6% | -$33.3K | 0.19% | 85 |
|
|
2017
Q4 | $566K | Buy |
6,075
+147
| +2% | +$13.7K | 0.25% | 74 |
|
|
2017
Q3 | $542K | Buy |
5,928
+176
| +3% | +$16.1K | 0.27% | 65 |
|
|
2017
Q2 | $518K | Buy |
+5,752
| New | +$518K | 0.23% | 77 |
|