Financial Advantage’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-172
| Closed | -$20K | – | 144 |
|
|
2021
Q4 | $20K | Hold |
172
| – | – | 0.02% | 104 |
|
|
2021
Q3 | $19K | Sell |
172
-30
| -15% | -$3.31K | 0.02% | 90 |
|
|
2021
Q2 | $22K | Hold |
202
| – | – | 0.02% | 86 |
|
|
2021
Q1 | $22K | Hold |
202
| – | – | 0.02% | 91 |
|
|
2020
Q4 | $20K | Buy |
+202
| New | +$20K | 0.02% | 89 |
|
|
2020
Q2 | – | Sell |
-202
| Closed | -$16K | – | 159 |
|
|
2020
Q1 | $16K | Buy |
+202
| New | +$16K | 0.01% | 82 |
|