Financial Advisory Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33,847
| Closed | -$3.71M | – | 64 |
|
|
2023
Q1 | $3.71M | Buy |
33,847
+242
| +0.7% | +$26.5K | 1.47% | 30 |
|
|
2022
Q4 | $3.95M | Buy |
33,605
+1,585
| +5% | +$186K | 1.63% | 22 |
|
|
2022
Q3 | $3.68M | Buy |
32,020
+279
| +0.9% | +$32.1K | 1.6% | 19 |
|
|
2022
Q2 | $4.02M | Sell |
31,741
-395
| -1% | -$50.1K | 1.66% | 19 |
|
|
2022
Q1 | $4.25M | Buy |
32,136
+1,674
| +5% | +$221K | 1.57% | 22 |
|
|
2021
Q4 | $3.64M | Buy |
+30,462
| New | +$3.64M | 1.33% | 36 |
|