Liberty Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,749
| Closed | -$196K | – | 413 |
|
|
2021
Q3 | $196K | Buy |
1,749
+681
| +64% | +$76.3K | 0.07% | 168 |
|
|
2021
Q2 | $118K | Buy |
1,068
+12
| +1% | +$1.33K | 0.05% | 190 |
|
|
2021
Q1 | $107K | Hold |
1,056
| – | – | 0.05% | 171 |
|
|
2020
Q4 | $107K | Buy |
1,056
+4
| +0.4% | +$405 | 0.05% | 169 |
|
|
2020
Q3 | $103K | Buy |
1,052
+315
| +43% | +$30.8K | 0.06% | 155 |
|
|
2020
Q2 | $67K | Buy |
737
+5
| +0.7% | +$455 | 0.05% | 190 |
|
|
2020
Q1 | $59K | Sell |
732
-20
| -3% | -$1.61K | 0.05% | 194 |
|
|
2019
Q4 | $83K | Buy |
752
+28
| +4% | +$3.09K | 0.07% | 182 |
|
|
2019
Q3 | $82K | Sell |
724
-230
| -24% | -$26.1K | 0.08% | 164 |
|
|
2019
Q2 | $104K | Buy |
954
+146
| +18% | +$15.9K | 0.09% | 163 |
|
|
2019
Q1 | $85K | Buy |
808
+4
| +0.5% | +$421 | 0.06% | 153 |
|
|
2018
Q4 | $75K | Buy |
+804
| New | +$75K | 0.06% | 153 |
|