Westside Investment Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44
| Closed | -$4.37K | – | 875 |
|
|
2023
Q3 | $4.37K | Hold |
44
| – | – | ﹤0.01% | 705 |
|
|
2023
Q2 | $4.84K | Hold |
44
| – | – | ﹤0.01% | 698 |
|
|
2023
Q1 | $4.82K | Hold |
44
| – | – | ﹤0.01% | 699 |
|
|
2022
Q4 | $5 | Hold |
44
| – | – | ﹤0.01% | 693 |
|
|
2022
Q3 | $5 | Hold |
44
| – | – | ﹤0.01% | 682 |
|
|
2022
Q2 | $5 | Buy |
+44
| New | +$5 | ﹤0.01% | 677 |
|
|
2018
Q1 | – | Sell |
-88
| Closed | -$8.02K | – | 811 |
|
|
2017
Q4 | $8.02K | Buy |
+88
| New | +$8.02K | ﹤0.01% | 610 |
|