Simplicity Solutions’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $478K | Buy |
4,336
+2
| +0% | +$220 | 0.01% | 678 |
|
|
2023
Q3 | $430K | Buy |
4,334
+534
| +14% | +$53K | 0.01% | 639 |
|
|
2023
Q2 | $418K | Sell |
3,800
-8,467
| -69% | -$931K | 0.01% | 719 |
|
|
2023
Q1 | $1.34M | Buy |
+12,267
| New | +$1.34M | 0.04% | 405 |
|
|
2021
Q1 | – | Sell |
-8,425
| Closed | -$871K | – | 595 |
|
|
2020
Q4 | $871K | Buy |
+8,425
| New | +$871K | 0.01% | 581 |
|
|
2019
Q2 | – | Sell |
-11,728
| Closed | -$1.25M | – | 697 |
|
|
2019
Q1 | $1.25M | Buy |
11,728
+199
| +2% | +$21.1K | 0.07% | 223 |
|
|
2018
Q4 | $1.08M | Buy |
+11,529
| New | +$1.08M | 0.14% | 170 |
|