Alpha Omega 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
Q3 | – | Sell |
-353
| Closed | -$38K | – | 311 |
|
|
2019
Q2 | $38K | Hold |
353
| – | – | 0.02% | 281 |
|
|
2019
Q1 | $37K | Hold |
353
| – | – | 0.02% | 278 |
|
|
2018
Q4 | $33K | Hold |
353
| – | – | 0.02% | 247 |
|
|
2018
Q3 | $33K | Hold |
353
| – | – | 0.01% | 257 |
|
|
2018
Q2 | $31K | Hold |
353
| – | – | 0.02% | 270 |
|
|
2018
Q1 | $31K | Hold |
353
| – | – | 0.02% | 250 |
|
|
2017
Q4 | $33K | Hold |
353
| – | – | 0.02% | 248 |
|
|
2017
Q3 | $32K | Buy |
+353
| New | +$32K | 0.02% | 254 |
|