Arkadios Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-616
| Closed | -$68K | – | 869 |
|
|
2021
Q3 | $68K | Sell |
616
-5,670
| -90% | -$626K | 0.01% | 786 |
|
|
2021
Q2 | $693K | Buy |
6,286
+3,693
| +142% | +$407K | 0.08% | 265 |
|
|
2021
Q1 | $293K | Buy |
2,593
+2,225
| +605% | +$251K | 0.05% | 346 |
|
|
2020
Q4 | $38K | Buy |
+368
| New | +$38K | 0.01% | 606 |
|
|
2020
Q2 | – | Sell |
-133
| Closed | -$10.7K | – | 992 |
|
|
2020
Q1 | $10.7K | Hold |
133
| – | – | 0.01% | 619 |
|
|
2019
Q4 | $15.1K | Buy |
+133
| New | +$15.1K | 0.01% | 513 |
|