PPWM
PFG Private Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-281
| Closed | -$27.9K | – | 253 |
|
|
2023
Q3 | $27.9K | Sell |
281
-537
| -66% | -$53.3K | 0.02% | 150 |
|
|
2023
Q2 | $90K | Buy |
818
+4
| +0.5% | +$440 | 0.05% | 122 |
|
|
2023
Q1 | $89.2K | Buy |
814
+28
| +4% | +$3.07K | 0.06% | 116 |
|
|
2022
Q4 | $92K | Sell |
786
-2
| -0.3% | -$234 | 0.06% | 94 |
|
|
2022
Q3 | $91K | Sell |
788
-26
| -3% | -$3K | 0.06% | 81 |
|
|
2022
Q2 | $103K | Buy |
814
+5
| +0.6% | +$633 | 0.06% | 94 |
|
|
2022
Q1 | $107K | Buy |
+809
| New | +$107K | 0.05% | 111 |
|