SeaCrest Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,455
| Closed | -$184K | – | 849 |
|
|
2022
Q2 | $184K | Buy |
+1,455
| New | +$184K | 0.02% | 635 |
|
|
2019
Q2 | – | Sell |
-1,365
| Closed | -$145K | – | 854 |
|
|
2019
Q1 | $145K | Hold |
1,365
| – | – | 0.02% | 567 |
|
|
2018
Q4 | $128K | Hold |
1,365
| – | – | 0.03% | 571 |
|
|
2018
Q3 | $127K | Hold |
1,365
| – | – | 0.02% | 666 |
|
|
2018
Q2 | $120K | Hold |
1,365
| – | – | 0.02% | 661 |
|
|
2018
Q1 | $121K | Sell |
1,365
-113
| -8% | -$10K | 0.02% | 640 |
|
|
2017
Q4 | $138K | Buy |
+1,478
| New | +$138K | 0.03% | 601 |
|