Legend Financial 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
Q3 | – | Sell |
-65
| Closed | -$7.22K | – | 194 |
|
|
2024
Q2 | $7.22K | Hold |
65
| – | – | 0.01% | 172 |
|
|
2024
Q1 | $7.29K | Hold |
65
| – | – | 0.01% | 148 |
|
|
2023
Q4 | $7.17K | Hold |
65
| – | – | 0.01% | 138 |
|
|
2023
Q3 | $6.45K | Hold |
65
| – | – | 0.01% | 153 |
|
|
2023
Q2 | $7.15K | Hold |
65
| – | – | 0.01% | 167 |
|
|
2023
Q1 | $7.12K | Hold |
65
| – | – | 0.01% | 174 |
|
|
2022
Q4 | $7.64K | Hold |
65
| – | – | 0.01% | 181 |
|
|
2022
Q3 | $7.48K | Buy |
+65
| New | +$7.48K | 0.01% | 166 |
|