Lloyd 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,850
| Closed | -$768K | – | 121 |
|
|
2024
Q1 | $768K | Buy |
+6,850
| New | +$768K | 0.16% | 104 |
|
|
2022
Q2 | – | Sell |
-183
| Closed | -$24K | – | 200 |
|
|
2022
Q1 | $24K | Buy |
183
+20
| +12% | +$2.62K | 0.01% | 321 |
|
|
2021
Q4 | $19K | Buy |
163
+16
| +11% | +$1.87K | 0.01% | 291 |
|
|
2021
Q3 | $16K | Buy |
147
+80
| +119% | +$8.71K | 0.01% | 269 |
|
|
2021
Q2 | $7K | Buy |
67
+32
| +91% | +$3.34K | ﹤0.01% | 302 |
|
|
2021
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 265 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$2K | – | 303 |
|
|
2019
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 300 |
|