Midwest Professional Planners Ltd (MPPL)’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,310
| Closed | -$272K | – | 124 |
|
|
2022
Q4 | $272K | Buy |
2,310
+325
| +16% | +$38.2K | 0.15% | 105 |
|
|
2022
Q3 | $228K | Buy |
1,985
+130
| +7% | +$14.9K | 0.14% | 107 |
|
|
2022
Q2 | $235K | Buy |
1,855
+187
| +11% | +$23.7K | 0.13% | 104 |
|
|
2022
Q1 | $221K | Buy |
+1,668
| New | +$221K | 0.11% | 112 |
|
|
2019
Q1 | – | Sell |
-2,708
| Closed | -$254K | – | 92 |
|
|
2018
Q4 | $254K | Buy |
2,708
+27
| +1% | +$2.53K | 0.27% | 71 |
|
|
2018
Q3 | $249K | Buy |
2,681
+894
| +50% | +$83K | 0.23% | 82 |
|
|
2018
Q2 | $158K | Buy |
1,787
+63
| +4% | +$5.57K | 0.14% | 101 |
|
|
2018
Q1 | $153K | Buy |
1,724
+41
| +2% | +$3.64K | 0.14% | 101 |
|
|
2017
Q4 | $157K | Buy |
+1,683
| New | +$157K | 0.14% | 102 |
|