Graves Light Lenhart Wealth’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-84
| Closed | -$11K | – | 285 |
|
|
2022
Q2 | $11K | Hold |
84
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $11K | Buy |
84
+1
| +1% | +$131 | ﹤0.01% | 520 |
|
|
2021
Q4 | $10K | Hold |
83
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $9K | Sell |
83
-13
| -14% | -$1.41K | ﹤0.01% | 568 |
|
|
2021
Q2 | $11K | Buy |
96
+1
| +1% | +$115 | ﹤0.01% | 548 |
|
|
2021
Q1 | $11K | Buy |
95
+1
| +1% | +$116 | ﹤0.01% | 558 |
|
|
2020
Q4 | $10K | Buy |
+94
| New | +$10K | ﹤0.01% | 546 |
|