First Personal Financial Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $129 | Buy |
+1
| New | +$129 | ﹤0.01% | 520 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 359 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 420 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 464 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 711 |
|
|
2018
Q2 | – | Sell |
-36
| Closed | -$3K | – | 735 |
|
|
2018
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 958 |
|
|
2017
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 942 |
|
|
2017
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 801 |
|
|
2017
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 822 |
|
|
2017
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 824 |
|
|
2016
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 859 |
|
|
2016
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 741 |
|
|
2016
Q2 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 728 |
|