Sage Private Wealth Group’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 |
-122
| Closed | -$14K | – | 80 |
|
|
2022
Q3 | $14K | Hold |
122
| – | – | 0.02% | 129 |
|
|
2022
Q2 | $15K | Hold |
122
| – | – | 0.02% | 125 |
|
|
2022
Q1 | $16K | Hold |
122
| – | – | 0.02% | 129 |
|
|
2021
Q4 | $14K | Hold |
122
| – | – | 0.02% | 131 |
|
|
2021
Q3 | $14K | Sell |
122
-21
| -15% | -$2.41K | 0.02% | 133 |
|
|
2021
Q2 | $16K | Hold |
143
| – | – | 0.02% | 121 |
|
|
2021
Q1 | $16K | Hold |
143
| – | – | 0.03% | 123 |
|
|
2020
Q4 | $15K | Buy |
+143
| New | +$15K | 0.04% | 114 |
|