Glassman Wealth 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
Q1 | – | Sell |
-918
| Closed | -$101K | – | 669 |
|
|
2023
Q4 | $101K | Sell |
918
-129
| -12% | -$14.2K | 0.01% | 298 |
|
|
2023
Q3 | $104K | Buy |
1,047
+5
| +0.5% | +$496 | 0.02% | 271 |
|
|
2023
Q2 | $115K | Buy |
1,042
+7
| +0.7% | +$770 | 0.02% | 244 |
|
|
2023
Q1 | $113K | Buy |
1,035
+55
| +6% | +$6.03K | 0.02% | 249 |
|
|
2022
Q4 | $115K | Buy |
980
+93
| +10% | +$10.9K | 0.02% | 248 |
|
|
2022
Q3 | $102K | Hold |
887
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $112K | Buy |
887
+33
| +4% | +$4.17K | 0.02% | 232 |
|
|
2022
Q1 | $113K | Sell |
854
-6
| -0.7% | -$794 | 0.02% | 241 |
|
|
2021
Q4 | $103K | Buy |
860
+4
| +0.5% | +$479 | 0.02% | 237 |
|
|
2021
Q3 | $96K | Sell |
856
-150
| -15% | -$16.8K | 0.02% | 247 |
|
|
2021
Q2 | $111K | Buy |
1,006
+14
| +1% | +$1.55K | 0.02% | 220 |
|
|
2021
Q1 | $112K | Buy |
992
+953
| +2,444% | +$108K | 0.02% | 209 |
|
|
2020
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 899 |
|
|
2020
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 831 |
|
|
2020
Q2 | $4K | Buy |
39
+6
| +18% | +$615 | ﹤0.01% | 670 |
|
|
2020
Q1 | $3K | Buy |
33
+9
| +38% | +$818 | ﹤0.01% | 607 |
|
|
2019
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 667 |
|
|
2019
Q3 | $3K | Sell |
24
-2
| -8% | -$250 | ﹤0.01% | 613 |
|
|
2019
Q2 | $3K | Buy |
26
+4
| +18% | +$462 | ﹤0.01% | 632 |
|
|
2019
Q1 | $2K | Buy |
22
+17
| +340% | +$1.55K | ﹤0.01% | 688 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 824 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 846 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 830 |
|
|
2018
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 776 |
|
|
2017
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 695 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 564 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 572 |
|
|
2017
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 604 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 634 |
|
|
2016
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 500 |
|