SWM
Selective Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-275
| Closed | -$32K | – | 264 |
|
|
2022
Q3 | $32K | Hold |
275
| – | – | 0.01% | 355 |
|
|
2022
Q2 | $35K | Hold |
275
| – | – | 0.01% | 376 |
|
|
2022
Q1 | $36K | Hold |
275
| – | – | 0.01% | 356 |
|
|
2021
Q4 | $33K | Hold |
275
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $31K | Hold |
275
| – | – | 0.02% | 320 |
|
|
2021
Q2 | $36K | Buy |
275
+100
| +57% | +$13.1K | 0.03% | 217 |
|
|
2021
Q1 | $23K | Hold |
175
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $21K | Hold |
175
| – | – | 0.01% | 181 |
|
|
2020
Q3 | $20K | Hold |
175
| – | – | 0.02% | 157 |
|
|
2020
Q2 | $19K | Hold |
175
| – | – | 0.02% | 180 |
|
|
2020
Q1 | $17K | Hold |
175
| – | – | 0.03% | 118 |
|
|
2019
Q4 | $23K | Hold |
175
| – | – | 0.03% | 113 |
|
|
2019
Q3 | $23K | Buy |
+175
| New | +$23K | 0.03% | 114 |
|