Schubert & Co’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-19
| Closed | -$2.08K | – | 464 |
|
2023
Q1 | $2.08K | Sell |
19
-1
| -5% | -$110 | ﹤0.01% | 899 |
|
2022
Q4 | $2.35K | Sell |
20
-13
| -39% | -$1.53K | ﹤0.01% | 791 |
|
2022
Q3 | $4K | Buy |
33
+11
| +50% | +$1.33K | ﹤0.01% | 475 |
|
2022
Q2 | $3K | Buy |
22
+10
| +83% | +$1.36K | ﹤0.01% | 566 |
|
2022
Q1 | $2K | Buy |
12
+3
| +33% | +$500 | ﹤0.01% | 386 |
|
2021
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 604 |
|