Evoke Wealth’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-97
| Closed | -$11K | – | 585 |
|
|
2022
Q3 | $11K | Hold |
97
| – | – | ﹤0.01% | 734 |
|
|
2022
Q2 | $12K | Sell |
97
-10
| -9% | -$1.24K | ﹤0.01% | 741 |
|
|
2022
Q1 | $14K | Buy |
107
+15
| +16% | +$1.96K | ﹤0.01% | 716 |
|
|
2021
Q4 | $11K | Buy |
92
+3
| +3% | +$359 | ﹤0.01% | 773 |
|
|
2021
Q3 | $10K | Sell |
89
-16
| -15% | -$1.8K | ﹤0.01% | 740 |
|
|
2021
Q2 | $12K | Sell |
105
-3
| -3% | -$343 | ﹤0.01% | 722 |
|
|
2021
Q1 | $12K | Hold |
108
| – | – | ﹤0.01% | 657 |
|
|
2020
Q4 | $11K | Buy |
108
+45
| +71% | +$4.58K | ﹤0.01% | 571 |
|
|
2020
Q3 | $6K | Hold |
63
| – | – | ﹤0.01% | 624 |
|
|
2020
Q2 | $6K | Buy |
63
+4
| +7% | +$381 | ﹤0.01% | 625 |
|
|
2020
Q1 | $4.76K | Buy |
59
+4
| +7% | +$323 | ﹤0.01% | 622 |
|
|
2019
Q4 | $6.16K | Buy |
55
+6
| +12% | +$672 | ﹤0.01% | 865 |
|
|
2019
Q3 | $5.63K | Buy |
+49
| New | +$5.63K | ﹤0.01% | 970 |
|