Beacon Bridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,023
| Closed | -$223K | – | 97 |
|
|
2023
Q4 | $223K | Sell |
2,023
-221
| -10% | -$24.4K | 0.11% | 91 |
|
|
2023
Q3 | $223K | Sell |
2,244
-153
| -6% | -$15.2K | 0.12% | 87 |
|
|
2023
Q2 | $264K | Buy |
2,397
+17
| +0.7% | +$1.87K | 0.13% | 75 |
|
|
2023
Q1 | $261K | Sell |
2,380
-241
| -9% | -$26.4K | 0.16% | 75 |
|
|
2022
Q4 | $308K | Buy |
+2,621
| New | +$308K | 0.22% | 60 |
|