Connectus 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
Q1 | $402K | Sell |
3,585
-11
| -0.3% | -$1.23K | 0.01% | 303 |
|
2023
Q4 | $397K | Buy |
3,596
+2
| +0.1% | +$221 | 0.01% | 426 |
|
2023
Q3 | $357K | Sell |
3,594
-4
| -0.1% | -$397 | 0.01% | 418 |
|
2023
Q2 | $396K | Sell |
3,598
-13,124
| -78% | -$1.45M | 0.01% | 367 |
|
2023
Q1 | $1.84M | Buy |
16,722
+1,272
| +8% | +$140K | 0.05% | 233 |
|
2022
Q4 | $1.82M | Buy |
15,450
+11,837
| +328% | +$1.39M | 0.04% | 211 |
|
2022
Q3 | $416K | Hold |
3,613
| – | – | 0.01% | 423 |
|
2022
Q2 | $458K | Sell |
3,613
-2,496
| -41% | -$316K | 0.01% | 344 |
|
2022
Q1 | $730K | Sell |
6,109
-3
| -0% | -$358 | 0.02% | 277 |
|
2021
Q4 | $731K | Buy |
+6,112
| New | +$731K | 0.03% | 240 |
|