Buckingham Strategic Wealth’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.33M | Sell |
11,985
-310
| -3% | -$34.4K | 0.01% | 291 |
|
|
2024
Q1 | $1.38M | Buy |
12,295
+6,617
| +117% | +$742K | 0.01% | 284 |
|
|
2023
Q4 | $626K | Buy |
5,678
+1,478
| +35% | +$163K | 0.01% | 405 |
|
|
2023
Q3 | $417K | Buy |
4,200
+13
| +0.3% | +$1.29K | 0.01% | 457 |
|
|
2023
Q2 | $461K | Sell |
4,187
-129
| -3% | -$14.2K | 0.01% | 442 |
|
|
2023
Q1 | $507K | Hold |
4,316
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $507K | Buy |
4,316
+4
| +0.1% | +$470 | 0.01% | 378 |
|
|
2022
Q3 | $496K | Buy |
4,312
+28
| +0.7% | +$3.22K | 0.01% | 369 |
|
|
2022
Q2 | $543K | Buy |
4,284
+268
| +7% | +$34K | 0.01% | 359 |
|
|
2022
Q1 | $531K | Sell |
4,016
-191
| -5% | -$25.3K | 0.01% | 354 |
|
|
2021
Q4 | $503K | Buy |
4,207
+265
| +7% | +$31.7K | 0.01% | 364 |
|
|
2021
Q3 | $440K | Buy |
3,942
+1,176
| +43% | +$131K | 0.01% | 381 |
|
|
2021
Q2 | $305K | Buy |
2,766
+203
| +8% | +$22.4K | 0.01% | 463 |
|
|
2021
Q1 | $290K | Sell |
2,563
-221
| -8% | -$25K | 0.01% | 443 |
|
|
2020
Q4 | $288K | Buy |
2,784
+485
| +21% | +$50.2K | 0.02% | 426 |
|
|
2020
Q3 | $225K | Buy |
+2,299
| New | +$225K | 0.02% | 434 |
|
|
2020
Q1 | – | Sell |
-1,981
| Closed | -$219K | – | 479 |
|
|
2019
Q4 | $219K | Hold |
1,981
| – | – | 0.02% | 421 |
|
|
2019
Q3 | $224K | Buy |
1,981
+6
| +0.3% | +$678 | 0.02% | 381 |
|
|
2019
Q2 | $215K | Buy |
1,975
+2
| +0.1% | +$218 | 0.02% | 402 |
|
|
2019
Q1 | $209K | Buy |
+1,973
| New | +$209K | 0.03% | 383 |
|