Personal Wealth Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-259
| Closed | -$29K | – | 175 |
|
|
2021
Q2 | $29K | Buy |
+259
| New | +$29K | 0.01% | 186 |
|
|
2021
Q1 | – | Sell |
-1,932
| Closed | -$200K | – | 78 |
|
|
2020
Q4 | $200K | Buy |
+1,932
| New | +$200K | 0.09% | 70 |
|
|
2020
Q1 | – | Sell |
-21
| Closed | -$2K | – | 210 |
|
|
2019
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 340 |
|
|
2019
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 349 |
|