Charter Oak Capital Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-307
| Closed | -$39K | – | 336 |
|
|
2022
Q2 | $39K | Hold |
307
| – | – | 0.01% | 366 |
|
|
2022
Q1 | $41K | Hold |
307
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $37K | Hold |
307
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $34K | Sell |
307
-54
| -15% | -$5.98K | ﹤0.01% | 378 |
|
|
2021
Q2 | $40K | Hold |
361
| – | – | 0.01% | 345 |
|
|
2021
Q1 | $41K | Hold |
361
| – | – | 0.01% | 336 |
|
|
2020
Q4 | $37K | Buy |
+361
| New | +$37K | 0.01% | 331 |
|