Northern Financial Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,560
| Closed | -$392K | – | 117 |
|
|
2023
Q4 | $392K | Sell |
3,560
-2,971
| -45% | -$328K | 0.33% | 84 |
|
|
2023
Q3 | $648K | Buy |
6,531
+3,834
| +142% | +$381K | 0.59% | 53 |
|
|
2023
Q2 | $297K | Buy |
2,697
+855
| +46% | +$94.1K | 0.26% | 92 |
|
|
2023
Q1 | $202K | Hold |
1,842
| – | – | 0.19% | 110 |
|
|
2022
Q4 | $216K | Buy |
+1,842
| New | +$216K | 0.24% | 90 |
|