Creative Capital Management Investments’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 | – | Sell |
-914
| Closed | -$103K | – | 250 |
|
|
2024
Q1 | $103K | Hold |
914
| – | – | 0.05% | 61 |
|
|
2023
Q4 | $101K | Hold |
914
| – | – | 0.06% | 56 |
|
|
2023
Q3 | $90.8K | Hold |
914
| – | – | 0.06% | 58 |
|
|
2023
Q2 | $101K | Hold |
914
| – | – | 0.07% | 54 |
|
|
2023
Q1 | $100K | Hold |
914
| – | – | 0.07% | 66 |
|
|
2022
Q4 | $107K | Buy |
+914
| New | +$107K | 0.09% | 55 |
|