Buckingham Strategic Wealth’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.33M | Sell |
|
|||||
|
2024
Q1 | $1.38M | Buy |
|
|||||
|
2023
Q4 | $626K | Buy |
|
|||||
|
2023
Q3 | $417K | Buy |
|
|||||
|
2023
Q2 | $461K | Sell |
|
|||||
|
2023
Q1 | $507K | Hold |
|
|||||
|
2022
Q4 | $507K | Buy |
|
|||||
|
2022
Q3 | $496K | Buy |
|
|||||
|
2022
Q2 | $543K | Buy |
|
|||||
|
2022
Q1 | $531K | Sell |
|
|||||
|
2021
Q4 | $503K | Buy |
|
|||||
|
2021
Q3 | $440K | Buy |
|
|||||
|
2021
Q2 | $305K | Buy |
|
|||||
|
2021
Q1 | $290K | Sell |
|
|||||
|
2020
Q4 | $288K | Buy |
|
|||||
|
2020
Q3 | $225K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $219K | Hold |
|
|||||
|
2019
Q3 | $224K | Buy |
|
|||||
|
2019
Q2 | $215K | Buy |
|
|||||
|
2019
Q1 | $209K | Buy |
|