WestEnd Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$385 | – | 365 |
|
|
2024
Q3 | $385 | Hold |
3
| – | – | ﹤0.01% | 206 |
|
|
2024
Q2 | $333 | Hold |
3
| – | – | ﹤0.01% | 196 |
|
|
2024
Q1 | $336 | Hold |
3
| – | – | ﹤0.01% | 189 |
|
|
2023
Q4 | $331 | Sell |
3
-2
| -40% | -$221 | ﹤0.01% | 188 |
|
|
2023
Q3 | $496 | Buy |
+5
| New | +$496 | ﹤0.01% | 153 |
|
|
2023
Q2 | – | Hold |
0
| – | -$438 | – | 112 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$470 | – | 161 |
|
|
2022
Q4 | $470 | Buy |
4
+1
| +33% | +$118 | ﹤0.01% | 148 |
|
|
2022
Q3 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 187 |
|
|
2022
Q2 | $253 | Buy |
+2
| New | +$253 | ﹤0.01% | 187 |
|