WR Wealth Planners’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 | $12.1K | Hold |
100
| – | – | ﹤0.01% | 567 |
|
|
2024
Q3 | $12.8K | Hold |
100
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $11.1K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2024
Q1 | $11.2K | Buy |
+100
| New | +$11.2K | ﹤0.01% | 576 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$9.93K | – | 362 |
|
|
2023
Q3 | $9.93K | Hold |
100
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 529 |
|