Aris Wealth Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $6K | Sell |
88
-8,024
| -99% | -$547K | 0.01% | 265 |
|
|
2015
Q2 | $515K | Buy |
8,112
+984
| +14% | +$62.5K | 0.47% | 77 |
|
|
2015
Q1 | $489K | Buy |
7,128
+423
| +6% | +$29K | 0.46% | 73 |
|
|
2014
Q4 | $493K | Buy |
6,705
+523
| +8% | +$38.5K | 0.55% | 69 |
|
|
2014
Q3 | $400K | Buy |
6,182
+294
| +5% | +$19K | 0.5% | 76 |
|
|
2014
Q2 | $390K | Buy |
5,888
+224
| +4% | +$14.8K | 0.51% | 76 |
|
|
2014
Q1 | $358K | Buy |
5,664
+89
| +2% | +$5.63K | 0.52% | 71 |
|
|
2013
Q4 | $315K | Buy |
5,575
+206
| +4% | +$11.6K | 0.53% | 68 |
|
|
2013
Q3 | $301K | Buy |
5,369
+473
| +10% | +$26.5K | 0.55% | 67 |
|
|
2013
Q2 | $279K | Buy |
+4,896
| New | +$279K | 0.6% | 60 |
|