BerganKDV Wealth Management’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 | $7.37K | Sell |
67
-214
| -76% | -$23.5K | ﹤0.01% | 577 |
|
|
2023
Q1 | $30.8K | Buy |
281
+231
| +462% | +$25.3K | ﹤0.01% | 452 |
|
|
2022
Q4 | $5.85K | Sell |
50
-5
| -9% | -$585 | ﹤0.01% | 649 |
|
|
2022
Q3 | $6K | Sell |
55
-66
| -55% | -$7.2K | ﹤0.01% | 645 |
|
|
2022
Q2 | $15K | Buy |
121
+1
| +0.8% | +$124 | ﹤0.01% | 522 |
|
|
2022
Q1 | $16K | Hold |
120
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $14K | Hold |
120
| – | – | ﹤0.01% | 596 |
|
|
2021
Q3 | $13K | Sell |
120
-21
| -15% | -$2.28K | ﹤0.01% | 593 |
|
|
2021
Q2 | $16K | Hold |
141
| – | – | ﹤0.01% | 540 |
|
|
2021
Q1 | $16K | Hold |
141
| – | – | ﹤0.01% | 514 |
|
|
2020
Q4 | $15K | Hold |
141
| – | – | ﹤0.01% | 514 |
|
|
2020
Q3 | $14K | Hold |
141
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $13K | Buy |
141
+23
| +19% | +$2.12K | ﹤0.01% | 501 |
|
|
2020
Q1 | $9K | Hold |
118
| – | – | ﹤0.01% | 502 |
|
|
2019
Q4 | $13K | Hold |
118
| – | – | ﹤0.01% | 498 |
|
|
2019
Q3 | $13K | Hold |
118
| – | – | ﹤0.01% | 476 |
|
|
2019
Q2 | $13K | Hold |
118
| – | – | ﹤0.01% | 483 |
|
|
2019
Q1 | $12K | Hold |
118
| – | – | ﹤0.01% | 502 |
|
|
2018
Q4 | $11K | Hold |
118
| – | – | ﹤0.01% | 463 |
|
|
2018
Q3 | $11K | Hold |
118
| – | – | ﹤0.01% | 473 |
|
|
2018
Q2 | $10K | Buy |
+118
| New | +$10K | ﹤0.01% | 499 |
|