Pinnacle Wealth Planning Services’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 |
-2,063
| Closed | -$205K | – | 492 |
|
|
2023
Q3 | $205K | Sell |
2,063
-37
| -2% | -$3.67K | 0.03% | 361 |
|
|
2023
Q2 | $231K | Hold |
2,100
| – | – | 0.04% | 328 |
|
|
2023
Q1 | $230K | Buy |
2,100
+28
| +1% | +$3.07K | 0.04% | 337 |
|
|
2022
Q4 | $244K | Buy |
+2,072
| New | +$244K | 0.04% | 305 |
|
|
2021
Q1 | – | Sell |
-266
| Closed | -$27K | – | 787 |
|
|
2020
Q4 | $27K | Buy |
+266
| New | +$27K | 0.01% | 1030 |
|