Mirabella Financial 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 |
-2,471
| Closed | -$277K | – | 491 |
|
|
2024
Q1 | $277K | Buy |
+2,471
| New | +$277K | 0.02% | 396 |
|
|
2023
Q2 | – | Sell |
-4,203
| Closed | -$460K | – | 517 |
|
|
2023
Q1 | $460K | Buy |
+4,203
| New | +$460K | 0.07% | 224 |
|
|
2022
Q1 | – | Sell |
-2,339
| Closed | -$280K | – | 576 |
|
|
2021
Q4 | $280K | Sell |
2,339
-2,259
| -49% | -$270K | 0.03% | 300 |
|
|
2021
Q3 | $514K | Buy |
+4,598
| New | +$514K | 0.07% | 229 |
|
|
2021
Q2 | – | Sell |
-5,819
| Closed | -$659K | – | 320 |
|
|
2021
Q1 | $659K | Buy |
+5,819
| New | +$659K | 0.2% | 108 |
|
|
2020
Q4 | – | Sell |
-2,933
| Closed | -$287K | – | 350 |
|
|
2020
Q3 | $287K | Buy |
+2,933
| New | +$287K | 0.04% | 215 |
|