Clearview Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17
| Closed | -$1.82K | – | 247 |
|
|
2023
Q2 | $1.82K | Buy |
17
+1
| +6% | +$107 | ﹤0.01% | 541 |
|
|
2023
Q1 | $1.81K | Hold |
16
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $1.93K | Hold |
16
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 487 |
|
|
2022
Q2 | $2K | Sell |
16
-59
| -79% | -$7.38K | ﹤0.01% | 492 |
|
|
2022
Q1 | $10K | Hold |
75
| – | – | 0.01% | 379 |
|
|
2021
Q4 | $9K | Hold |
75
| – | – | 0.01% | 431 |
|
|
2021
Q3 | $8K | Sell |
75
-3
| -4% | -$320 | 0.01% | 447 |
|
|
2021
Q2 | $9K | Buy |
78
+2
| +3% | +$231 | 0.01% | 443 |
|
|
2021
Q1 | $9K | Hold |
76
| – | – | 0.01% | 415 |
|
|
2020
Q4 | $8K | Buy |
+76
| New | +$8K | 0.01% | 398 |
|