Clarus Wealth Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-154
| Closed | -$17K | – | 240 |
|
|
2019
Q2 | $17K | Hold |
154
| – | – | 0.01% | 380 |
|
|
2019
Q1 | $16K | Hold |
154
| – | – | 0.01% | 454 |
|
|
2018
Q4 | $14K | Hold |
154
| – | – | 0.02% | 457 |
|
|
2018
Q3 | $14K | Hold |
154
| – | – | 0.01% | 485 |
|
|
2018
Q2 | $14K | Buy |
+154
| New | +$14K | 0.01% | 474 |
|