SA
Syntax Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $239K | Buy |
2,403
+211
| +10% | +$20.9K | 0.21% | 117 |
|
|
2023
Q2 | $241K | Sell |
2,192
-246
| -10% | -$27.1K | 0.19% | 141 |
|
|
2023
Q1 | $267K | Buy |
2,438
+236
| +11% | +$25.9K | 0.2% | 110 |
|
|
2022
Q4 | $259K | Buy |
2,202
+188
| +9% | +$22.1K | 0.22% | 110 |
|
|
2022
Q3 | $232K | Buy |
2,014
+14
| +0.7% | +$1.61K | 0.2% | 146 |
|
|
2022
Q2 | $253K | Buy |
2,000
+78
| +4% | +$9.87K | 0.21% | 116 |
|
|
2022
Q1 | $254K | Sell |
1,922
-454
| -19% | -$60K | 0.21% | 127 |
|
|
2021
Q4 | $284K | Buy |
+2,376
| New | +$284K | 0.21% | 116 |
|