Berger 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-39,735
| Closed | -$4.38M | – | 365 |
|
|
2023
Q4 | $4.38M | Sell |
39,735
-539
| -1% | -$59.4K | 0.45% | 68 |
|
|
2023
Q3 | $4M | Buy |
40,274
+682
| +2% | +$67.7K | 0.46% | 69 |
|
|
2023
Q2 | $4.36M | Sell |
39,592
-1,013
| -2% | -$111K | 0.49% | 63 |
|
|
2023
Q1 | $4.45M | Buy |
+40,605
| New | +$4.45M | 0.54% | 61 |
|