Jaffetilchin Investment Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-335
| Closed | -$43K | – | 606 |
|
2024
Q3 | $43K | Buy |
+335
| New | +$43K | ﹤0.01% | 608 |
|
2023
Q3 | – | Sell |
-2,101
| Closed | -$231K | – | 346 |
|
2023
Q2 | $231K | Buy |
+2,101
| New | +$231K | 0.02% | 322 |
|
2019
Q4 | – | Sell |
-2,061
| Closed | -$233K | – | 231 |
|
2019
Q3 | $233K | Buy |
2,061
+91
| +5% | +$10.3K | 0.06% | 194 |
|
2019
Q2 | $214K | Sell |
1,970
-4,968
| -72% | -$540K | 0.05% | 239 |
|
2019
Q1 | $737K | Sell |
6,938
-1,815
| -21% | -$193K | 0.16% | 106 |
|
2018
Q4 | $822K | Buy |
8,753
+5,300
| +153% | +$498K | 0.21% | 71 |
|
2018
Q3 | $321K | Buy |
+3,453
| New | +$321K | 0.07% | 223 |
|
2015
Q4 | – | Sell |
-4,818
| Closed | -$330K | – | 195 |
|
2015
Q3 | $330K | Buy |
+4,818
| New | +$330K | 0.12% | 128 |
|