Delos 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
Q4 | – | Sell |
-40
| Closed | -$4.14K | – | 354 |
|
|
2023
Q3 | $4.14K | Hold |
40
| – | – | 0.01% | 161 |
|
|
2023
Q2 | $4.4K | Hold |
40
| – | – | 0.01% | 159 |
|
|
2023
Q1 | $4.38K | Hold |
40
| – | – | 0.01% | 159 |
|
|
2022
Q4 | $4.7K | Hold |
40
| – | – | 0.01% | 176 |
|
|
2022
Q3 | $5K | Hold |
40
| – | – | 0.01% | 172 |
|
|
2022
Q2 | $5K | Hold |
40
| – | – | 0.01% | 172 |
|
|
2022
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 194 |
|
|
2021
Q4 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 300 |
|