Level Four Advisory Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
+2,487
| New | +$330K | 0.01% | 637 |
|
|
2020
Q3 | – | Sell |
-2,280
| Closed | -$204K | – | 551 |
|
|
2020
Q2 | $204K | Buy |
+2,280
| New | +$204K | 0.02% | 534 |
|
|
2019
Q3 | – | Sell |
-2,769
| Closed | -$301K | – | 507 |
|
|
2019
Q2 | $301K | Sell |
2,769
-125
| -4% | -$13.6K | 0.03% | 424 |
|
|
2019
Q1 | $307K | Sell |
2,894
-1,842
| -39% | -$195K | 0.03% | 405 |
|
|
2018
Q4 | $445K | Sell |
4,736
-2,107
| -31% | -$198K | 0.06% | 319 |
|
|
2018
Q3 | $636K | Sell |
6,843
-124
| -2% | -$11.5K | 0.07% | 293 |
|
|
2018
Q2 | $614K | Buy |
6,967
+4,685
| +205% | +$413K | 0.04% | 335 |
|
|
2018
Q1 | $203K | Buy |
+2,282
| New | +$203K | 0.02% | 500 |
|