1834 Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-353
| Closed | -$37K | – | 438 |
|
|
2019
Q1 | $37K | Hold |
353
| – | – | 0.01% | 298 |
|
|
2018
Q4 | $33K | Hold |
353
| – | – | 0.01% | 294 |
|
|
2018
Q3 | $33K | Hold |
353
| – | – | ﹤0.01% | 301 |
|
|
2018
Q2 | $31K | Sell |
353
-117
| -25% | -$10.3K | ﹤0.01% | 306 |
|
|
2018
Q1 | $42K | Hold |
470
| – | – | 0.01% | 289 |
|
|
2017
Q4 | $44K | Buy |
+470
| New | +$44K | 0.01% | 297 |
|