Old North State Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-74
| Closed | -$8K | – | 223 |
|
|
2023
Q1 | $8K | Hold |
74
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $9K | Hold |
74
| – | – | 0.01% | 353 |
|
|
2022
Q3 | $9K | Buy |
+74
| New | +$9K | 0.01% | 299 |
|
|
2022
Q1 | – | Sell |
-74
| Closed | -$9K | – | 186 |
|
|
2021
Q4 | $9K | Buy |
+74
| New | +$9K | 0.01% | 296 |
|
|
2020
Q1 | – | Sell |
-438
| Closed | -$48K | – | 176 |
|
|
2019
Q4 | $48K | Buy |
+438
| New | +$48K | 0.03% | 207 |
|