IBEX Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-568
| Closed | -$63K | – | 249 |
|
|
2021
Q3 | $63K | Buy |
+568
| New | +$63K | 0.01% | 256 |
|
|
2019
Q3 | – | Sell |
-1,119
| Closed | -$121K | – | 141 |
|
|
2019
Q2 | $121K | Buy |
+1,119
| New | +$121K | 0.03% | 154 |
|
|
2017
Q1 | – | Sell |
-206
| Closed | -$17K | – | 149 |
|
|
2016
Q4 | $17K | Buy |
+206
| New | +$17K | 0.01% | 235 |
|