Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-59
| Closed | -$6K | – | 161 |
|
|
2019
Q1 | $6K | Hold |
59
| – | – | 0.01% | 327 |
|
|
2018
Q4 | $6K | Hold |
59
| – | – | 0.01% | 333 |
|
|
2018
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 390 |
|
|
2018
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 367 |
|
|
2018
Q1 | $5K | Buy |
+59
| New | +$5K | 0.01% | 367 |
|