Bedel Financial Consulting’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-600
| Closed | -$79K | – | 375 |
|
|
2022
Q1 | $79K | Hold |
600
| – | – | 0.02% | 315 |
|
|
2021
Q4 | $72K | Hold |
600
| – | – | 0.02% | 329 |
|
|
2021
Q3 | $67K | Sell |
600
-105
| -15% | -$11.7K | 0.02% | 343 |
|
|
2021
Q2 | $78K | Hold |
705
| – | – | 0.03% | 314 |
|
|
2021
Q1 | $80K | Hold |
705
| – | – | 0.03% | 296 |
|
|
2020
Q4 | $73K | Hold |
705
| – | – | 0.03% | 267 |
|
|
2020
Q3 | $69K | Hold |
705
| – | – | 0.03% | 259 |
|
|
2020
Q2 | $65K | Hold |
705
| – | – | 0.04% | 251 |
|
|
2020
Q1 | $57K | Hold |
705
| – | – | 0.04% | 248 |
|
|
2019
Q4 | $78K | Hold |
705
| – | – | 0.04% | 237 |
|
|
2019
Q3 | $80K | Hold |
705
| – | – | 0.05% | 226 |
|
|
2019
Q2 | $77K | Hold |
705
| – | – | 0.05% | 230 |
|
|
2019
Q1 | $75K | Hold |
705
| – | – | 0.05% | 220 |
|
|
2018
Q4 | $66K | Hold |
705
| – | – | 0.05% | 222 |
|
|
2018
Q3 | $66K | Hold |
705
| – | – | 0.04% | 243 |
|
|
2018
Q2 | $62K | Buy |
+705
| New | +$62K | 0.05% | 243 |
|