Freedman Financial Associates’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 | – | Sell |
-500
| Closed | -$67K | – | 115 |
|
|
2022
Q1 | $67K | Hold |
500
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $60K | Hold |
500
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $56K | Sell |
500
-88
| -15% | -$9.86K | 0.04% | 181 |
|
|
2021
Q2 | $65K | Hold |
588
| – | – | 0.05% | 161 |
|
|
2021
Q1 | $67K | Sell |
588
-146
| -20% | -$16.6K | 0.06% | 154 |
|
|
2020
Q4 | $76K | Buy |
+734
| New | +$76K | 0.07% | 124 |
|