Pathstone Family Office’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $659K | Buy |
6,628
+4,445
| +204% | +$442K | 0.01% | 899 |
|
|
2023
Q2 | $254K | Buy |
2,183
+234
| +12% | +$27.2K | ﹤0.01% | 1036 |
|
|
2023
Q1 | $214K | Sell |
1,949
-5,286
| -73% | -$581K | ﹤0.01% | 1057 |
|
|
2022
Q4 | $851K | Buy |
7,235
+644
| +10% | +$75.8K | 0.01% | 864 |
|
|
2022
Q3 | $760K | Buy |
+6,591
| New | +$760K | 0.01% | 876 |
|
|
2021
Q1 | – | Sell |
-439
| Closed | -$45K | – | 829 |
|
|
2020
Q4 | $45K | Buy |
+439
| New | +$45K | ﹤0.01% | 527 |
|
|
2014
Q4 | – | Sell |
-119
| Closed | -$8K | – | 146 |
|
|
2014
Q3 | $8K | Buy |
+119
| New | +$8K | 0.02% | 229 |
|