Focused Wealth Management’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 |
-6
| Closed | -$710 | – | 361 |
|
|
2023
Q4 | $710 | Hold |
6
| – | – | ﹤0.01% | 855 |
|
|
2023
Q3 | $633 | Hold |
6
| – | – | ﹤0.01% | 858 |
|
|
2023
Q2 | $696 | Sell |
6
-451
| -99% | -$52.3K | ﹤0.01% | 874 |
|
|
2023
Q1 | $50.1K | Buy |
457
+451
| +7,517% | +$49.4K | 0.01% | 307 |
|
|
2022
Q4 | $731 | Hold |
6
| – | – | ﹤0.01% | 869 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 794 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 771 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 819 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 815 |
|
|
2018
Q1 | – | Sell |
-1,763
| Closed | -$164K | – | 684 |
|
|
2017
Q4 | $164K | Buy |
+1,763
| New | +$164K | 0.05% | 180 |
|
|
2017
Q3 | – | Sell |
-1,763
| Closed | -$159K | – | 651 |
|
|
2017
Q2 | $159K | Buy |
+1,763
| New | +$159K | 0.06% | 172 |
|
|
2016
Q4 | – | Sell |
-3,349
| Closed | -$267K | – | 693 |
|
|
2016
Q3 | $267K | Hold |
3,349
| – | – | 0.12% | 107 |
|
|
2016
Q2 | $282K | Buy |
+3,349
| New | +$282K | 0.13% | 97 |
|