Global Wealth Management Investment Advisory’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 |
-212
| Closed | -$23.4K | – | 224 |
|
|
2023
Q4 | $23.4K | Hold |
212
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $21K | Hold |
212
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $23.3K | Buy |
+212
| New | +$23.3K | 0.01% | 237 |
|
|
2022
Q3 | – | Sell |
-212
| Closed | -$27K | – | 234 |
|
|
2022
Q2 | $27K | Hold |
212
| – | – | 0.01% | 222 |
|
|
2022
Q1 | $28K | Hold |
212
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $25K | Hold |
212
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $24K | Sell |
212
-37
| -15% | -$4.19K | 0.01% | 248 |
|
|
2021
Q2 | $27K | Hold |
249
| – | – | 0.01% | 228 |
|
|
2021
Q1 | $28K | Hold |
249
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $26K | Hold |
249
| – | – | 0.01% | 218 |
|
|
2020
Q3 | $24K | Hold |
249
| – | – | 0.01% | 218 |
|
|
2020
Q2 | $23K | Hold |
249
| – | – | 0.01% | 264 |
|
|
2020
Q1 | $20K | Hold |
249
| – | – | 0.01% | 256 |
|
|
2019
Q4 | $28K | Buy |
249
+227
| +1,032% | +$25.5K | 0.01% | 231 |
|
|
2019
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 453 |
|
|
2019
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 549 |
|
|
2019
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 536 |
|
|
2018
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 572 |
|