Curi Wealth 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 |
-183
| Closed | -$23K | – | 333 |
|
|
2022
Q2 | $23K | Hold |
183
| – | – | ﹤0.01% | 292 |
|
|
2022
Q1 | $24K | Hold |
183
| – | – | ﹤0.01% | 267 |
|
|
2021
Q4 | $21K | Buy |
+183
| New | +$21K | ﹤0.01% | 246 |
|
|
2021
Q1 | – | Sell |
-9
| Closed | – | – | 209 |
|
|
2020
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 422 |
|