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