MWM
Midwest Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.55M | Buy |
11,683
+707
| +6% | +$93.5K | 0.94% | 61 |
|
|
2021
Q4 | $1.31M | Buy |
10,976
+1,842
| +20% | +$220K | 0.82% | 66 |
|
|
2021
Q3 | $1.02M | Buy |
9,134
+351
| +4% | +$39.2K | 0.7% | 75 |
|
|
2021
Q2 | $1.14M | Buy |
8,783
+533
| +6% | +$69.1K | 0.81% | 60 |
|
|
2021
Q1 | $1.1M | Buy |
8,250
+1,149
| +16% | +$153K | 0.89% | 53 |
|
|
2020
Q4 | $862K | Buy |
+7,101
| New | +$862K | 0.79% | 56 |
|