SHFA
SC&H Financial Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,620
| Closed | -$208K | – | 150 |
|
|
2024
Q3 | $208K | Buy |
+1,620
| New | +$208K | 0.05% | 149 |
|
|
2024
Q1 | – | Sell |
-2,015
| Closed | -$222K | – | 145 |
|
|
2023
Q4 | $222K | Hold |
2,015
| – | – | 0.06% | 130 |
|
|
2023
Q3 | $200K | Sell |
2,015
-347
| -15% | -$34.5K | 0.07% | 129 |
|
|
2023
Q2 | $260K | Hold |
2,362
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $259K | Buy |
2,362
+395
| +20% | +$43.3K | 0.09% | 120 |
|
|
2022
Q4 | $231K | Hold |
1,967
| – | – | 0.1% | 118 |
|
|
2022
Q3 | $226K | Sell |
1,967
-372
| -16% | -$42.7K | 0.11% | 118 |
|
|
2022
Q2 | $296K | Buy |
2,339
+350
| +18% | +$44.3K | 0.14% | 117 |
|
|
2022
Q1 | $263K | Hold |
1,989
| – | – | 0.13% | 130 |
|
|
2021
Q4 | $238K | Buy |
+1,989
| New | +$238K | 0.13% | 138 |
|