Trilogy Capital’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,210
| Closed | -$260K | – | 249 |
|
|
2022
Q4 | $260K | Buy |
2,210
+444
| +25% | +$52.2K | 0.02% | 226 |
|
|
2022
Q3 | $203K | Buy |
+1,766
| New | +$203K | 0.02% | 173 |
|
|
2018
Q1 | – | Sell |
-6,057
| Closed | -$564K | – | 484 |
|
|
2017
Q4 | $564K | Buy |
+6,057
| New | +$564K | 0.09% | 70 |
|