Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,012
| Closed | -$644K | – | 824 |
|
|
2024
Q3 | $644K | Sell |
5,012
-393
| -7% | -$50.5K | 0.05% | 390 |
|
|
2024
Q2 | $600K | Buy |
5,405
+88
| +2% | +$9.77K | 0.05% | 342 |
|
|
2024
Q1 | $596K | Hold |
5,317
| – | – | 0.07% | 303 |
|
|
2023
Q4 | $586K | Buy |
5,317
+3,275
| +160% | +$361K | 0.07% | 305 |
|
|
2023
Q3 | $203K | Buy |
+2,042
| New | +$203K | 0.03% | 386 |
|