Avantax Planning Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,999
| Closed | -$221K | – | 284 |
|
|
2019
Q4 | $221K | Buy |
1,999
+20
| +1% | +$2.21K | 0.01% | 273 |
|
|
2019
Q3 | $224K | Buy |
1,979
+6
| +0.3% | +$679 | 0.01% | 280 |
|
|
2019
Q2 | $220K | Sell |
1,973
-70
| -3% | -$7.81K | 0.01% | 277 |
|
|
2019
Q1 | $217K | Buy |
+2,043
| New | +$217K | 0.02% | 270 |
|
|
2018
Q4 | – | Sell |
-154
| Closed | -$14K | – | 509 |
|
|
2018
Q3 | $14K | Buy |
+154
| New | +$14K | ﹤0.01% | 788 |
|
|
2018
Q2 | – | Sell |
-2,055
| Closed | -$183K | – | 541 |
|
|
2018
Q1 | $183K | Sell |
2,055
-2,093
| -50% | -$186K | 0.02% | 311 |
|
|
2017
Q4 | $386K | Sell |
4,148
-335
| -7% | -$31.2K | 0.04% | 196 |
|
|
2017
Q3 | $410K | Buy |
4,483
+1,751
| +64% | +$160K | 0.03% | 233 |
|
|
2017
Q2 | $246K | Sell |
2,732
-102
| -4% | -$9.18K | 0.02% | 292 |
|
|
2017
Q1 | $246K | Sell |
2,834
-89
| -3% | -$7.73K | 0.02% | 271 |
|
|
2016
Q4 | $245K | Buy |
+2,923
| New | +$245K | 0.03% | 258 |
|