Fieldpoint Private Securities’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $4K | Sell |
30
-7
| -19% | -$933 | ﹤0.01% | 963 |
|
2022
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 1263 |
|
2021
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 1314 |
|
2021
Q3 | $4K | Buy |
37
+31
| +517% | +$3.35K | ﹤0.01% | 1301 |
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1460 |
|
2021
Q1 | $1K | Sell |
6
-153
| -96% | -$25.5K | ﹤0.01% | 1458 |
|
2020
Q4 | $16K | Buy |
+159
| New | +$16K | ﹤0.01% | 753 |
|