Ropes Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,909
| Closed | -$1.26M | – | 270 |
|
|
2022
Q3 | $1.26M | Hold |
10,909
| – | – | 0.26% | 89 |
|
|
2022
Q2 | $1.38M | Hold |
10,909
| – | – | 0.28% | 93 |
|
|
2022
Q1 | $1.44M | Buy |
+10,909
| New | +$1.44M | 0.25% | 98 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 389 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 827 |
|
|
2018
Q1 | – | Sell |
-59
| Closed | -$5K | – | 632 |
|
|
2017
Q4 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 614 |
|
|
2016
Q3 | – | Sell |
-65
| Closed | -$5K | – | 466 |
|
|
2016
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 394 |
|
|
2015
Q4 | – | Sell |
-1,528
| Closed | -$104K | – | 484 |
|
|
2015
Q3 | $104K | Buy |
+1,528
| New | +$104K | 0.05% | 187 |
|