Destiny Wealth Partners’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 |
-1,893
| Closed | -$218K | – | 167 |
|
|
2023
Q2 | $218K | Buy |
+1,893
| New | +$218K | 0.04% | 155 |
|
|
2023
Q1 | – | Sell |
-338
| Closed | -$39.7K | – | 296 |
|
|
2022
Q4 | $39.7K | Sell |
338
-2,337
| -87% | -$275K | 0.01% | 320 |
|
|
2022
Q3 | $308K | Buy |
2,675
+608
| +29% | +$70K | 0.07% | 121 |
|
|
2022
Q2 | $262K | Buy |
2,067
+1,729
| +512% | +$219K | 0.06% | 134 |
|
|
2022
Q1 | $45K | Hold |
338
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $40K | Hold |
338
| – | – | 0.01% | 344 |
|
|
2021
Q3 | $38K | Buy |
+338
| New | +$38K | 0.01% | 327 |
|
|
2021
Q2 | – | Sell |
-724
| Closed | -$82K | – | 266 |
|
|
2021
Q1 | $82K | Sell |
724
-2,203
| -75% | -$250K | 0.02% | 216 |
|
|
2020
Q4 | $302K | Buy |
+2,927
| New | +$302K | 0.06% | 156 |
|