Beacon Pointe Wealth Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $356K | Buy |
+3,221
| New | +$356K | 0.07% | 193 |
|
|
2019
Q3 | – | Sell |
-3,133
| Closed | -$342K | – | 268 |
|
|
2019
Q2 | $342K | Hold |
3,133
| – | – | 0.07% | 199 |
|
|
2019
Q1 | $332K | Hold |
3,133
| – | – | 0.08% | 194 |
|
|
2018
Q4 | $294K | Buy |
+3,133
| New | +$294K | 0.11% | 172 |
|