Valley Wealth Managers’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30
| Closed | -$3.33K | – | 414 |
|
|
2024
Q2 | $3.33K | Buy |
+30
| New | +$3.33K | ﹤0.01% | 318 |
|
|
2020
Q3 | – | Sell |
-3,288
| Closed | -$301K | – | 165 |
|
|
2020
Q2 | $301K | Sell |
3,288
-17
| -0.5% | -$1.56K | 0.03% | 145 |
|
|
2020
Q1 | $267K | Sell |
3,305
-3,173
| -49% | -$256K | 0.03% | 146 |
|
|
2019
Q4 | $716K | Hold |
6,478
| – | – | 0.07% | 114 |
|
|
2019
Q3 | $733K | Sell |
6,478
-372
| -5% | -$42.1K | 0.08% | 113 |
|
|
2019
Q2 | $746K | Sell |
6,850
-208
| -3% | -$22.7K | 0.08% | 117 |
|
|
2019
Q1 | $750K | Buy |
+7,058
| New | +$750K | 0.08% | 124 |
|
|
2017
Q3 | – | Sell |
-4,209
| Closed | -$379K | – | 121 |
|
|
2017
Q2 | $379K | Sell |
4,209
-4,209
| -50% | -$379K | 0.05% | 103 |
|
|
2017
Q1 | $732K | Hold |
8,418
| – | – | 0.1% | 97 |
|
|
2016
Q4 | $706K | Hold |
8,418
| – | – | 0.1% | 94 |
|
|
2016
Q3 | $672K | Hold |
8,418
| – | – | 0.1% | 96 |
|
|
2016
Q2 | $710K | Buy |
8,418
+4,209
| +100% | +$355K | 0.11% | 92 |
|
|
2016
Q1 | $325K | Buy |
+4,209
| New | +$325K | 0.05% | 92 |
|