Lee Financial’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21
| Closed | -$2.34K | – | 345 |
|
|
2023
Q4 | $2.34K | Buy |
+21
| New | +$2.34K | ﹤0.01% | 714 |
|
|
2023
Q3 | – | Hold |
0
| – | -$13 | – | 842 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$2.21K | – | 784 |
|
|
2023
Q1 | $2.21K | Hold |
20
| – | – | ﹤0.01% | 656 |
|
|
2022
Q4 | $2.35K | Hold |
20
| – | – | ﹤0.01% | 662 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 569 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 727 |
|
|
2021
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 608 |
|