FDx Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,339
| Closed | -$258K | – | 428 |
|
|
2023
Q4 | $258K | Buy |
+2,339
| New | +$258K | 0.02% | 572 |
|
|
2023
Q3 | – | Sell |
-2,100
| Closed | -$231K | – | 668 |
|
|
2023
Q2 | $231K | Buy |
2,100
+310
| +17% | +$34.1K | 0.01% | 674 |
|
|
2023
Q1 | $210K | Hold |
1,790
| – | – | 0.01% | 696 |
|
|
2022
Q4 | $210K | Buy |
+1,790
| New | +$210K | 0.01% | 696 |
|
|
2022
Q3 | – | Sell |
-1,693
| Closed | -$215K | – | 750 |
|
|
2022
Q2 | $215K | Buy |
+1,693
| New | +$215K | 0.01% | 753 |
|