B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-848
| Closed | -$53K | – | 288 |
|
|
2015
Q2 | $53K | Hold |
848
| – | – | 0.04% | 390 |
|
|
2015
Q1 | $58K | Hold |
848
| – | – | 0.04% | 383 |
|
|
2014
Q4 | $62K | Hold |
848
| – | – | 0.05% | 356 |
|
|
2014
Q3 | $54K | Hold |
848
| – | – | 0.04% | 394 |
|
|
2014
Q2 | $56K | Buy |
848
+210
| +33% | +$13.9K | 0.04% | 445 |
|
|
2014
Q1 | $40K | Buy |
+638
| New | +$40K | 0.03% | 484 |
|