Disciplined Investments’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 |
-12
| Closed | -$1.32K | – | 507 |
|
|
2023
Q2 | $1.32K | Buy |
12
+3
| +33% | +$330 | ﹤0.01% | 841 |
|
|
2023
Q1 | $986 | Sell |
9
-4
| -31% | -$438 | ﹤0.01% | 964 |
|
|
2022
Q4 | $1.53K | Sell |
13
-2
| -13% | -$235 | ﹤0.01% | 722 |
|
|
2022
Q3 | $2K | Buy |
15
+4
| +36% | +$533 | ﹤0.01% | 613 |
|
|
2022
Q2 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 878 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 935 |
|
|
2020
Q3 | – | Sell |
-109
| Closed | -$10K | – | 407 |
|
|
2020
Q2 | $10K | Hold |
109
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $9K | Buy |
+109
| New | +$9K | 0.01% | 276 |
|