LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$11K | – | 620 |
|
|
2023
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 538 |
|
|
2023
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 507 |
|
|
2021
Q3 | – | Sell |
-31
| Closed | -$4K | – | 802 |
|
|
2021
Q2 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 760 |
|
|
2018
Q1 | – | Sell |
-32
| Closed | -$4K | – | 743 |
|
|
2017
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 613 |
|
|
2017
Q3 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 618 |
|