Heron Financial Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $985K | Sell |
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|
2020
Q1 | $1M | Sell |
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|
2019
Q4 | $1.3M | Buy |
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