Oak Thistle LLC’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,715
| Closed | -$1.36M | – | 493 |
|
|
2023
Q3 | $1.36M | Buy |
+13,715
| New | +$1.36M | 0.4% | 51 |
|
|
2023
Q2 | – | Sell |
-7,052
| Closed | -$772K | – | 407 |
|
|
2023
Q1 | $772K | Buy |
+7,052
| New | +$772K | 0.46% | 37 |
|
|
2022
Q2 | – | Sell |
-4,244
| Closed | -$561K | – | 244 |
|
|
2022
Q1 | $561K | Buy |
+4,244
| New | +$561K | 0.3% | 134 |
|