Western Pacific Wealth Management’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 |
-882
| Closed | -$113K | – | 228 |
|
|
2024
Q3 | $113K | Sell |
882
-234
| -21% | -$30K | 0.08% | 102 |
|
|
2024
Q2 | $124K | Hold |
1,116
| – | – | 0.09% | 74 |
|
|
2024
Q1 | $125K | Buy |
1,116
+159
| +17% | +$17.8K | 0.09% | 83 |
|
|
2023
Q4 | $106K | Buy |
957
+82
| +9% | +$9.04K | 0.08% | 84 |
|
|
2023
Q3 | $86.9K | Buy |
875
+146
| +20% | +$14.5K | 0.07% | 93 |
|
|
2023
Q2 | $80.2K | Hold |
729
| – | – | 0.06% | 101 |
|
|
2023
Q1 | $79.9K | Buy |
729
+186
| +34% | +$20.4K | 0.06% | 101 |
|
|
2022
Q4 | $63.8K | Buy |
543
+172
| +46% | +$20.2K | 0.05% | 112 |
|
|
2022
Q3 | $42K | Buy |
+371
| New | +$42K | 0.04% | 111 |
|