Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-18
| Closed | -$2K | – | 599 |
|
|
2019
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 591 |
|
|
2018
Q4 | – | Sell |
-376
| Closed | -$35K | – | 556 |
|
|
2018
Q3 | $35K | Buy |
+376
| New | +$35K | ﹤0.01% | 342 |
|
|
2018
Q2 | – | Sell |
-1,410
| Closed | -$125K | – | 539 |
|
|
2018
Q1 | $125K | Buy |
+1,410
| New | +$125K | 0.01% | 174 |
|
|
2015
Q3 | – | Sell |
-4,934
| Closed | -$313K | – | 141 |
|
|
2015
Q2 | $313K | Buy |
+4,934
| New | +$313K | 0.02% | 199 |
|
|
2015
Q1 | – | Sell |
-2,819
| Closed | -$207K | – | 106 |
|
|
2014
Q4 | $207K | Sell |
2,819
-706
| -20% | -$51.8K | 0.02% | 111 |
|
|
2014
Q3 | $228K | Hold |
3,525
| – | – | 0.02% | 122 |
|
|
2014
Q2 | $234K | Hold |
3,525
| – | – | 0.02% | 124 |
|
|
2014
Q1 | $223K | Buy |
+3,525
| New | +$223K | 0.02% | 112 |
|
|
2013
Q4 | – | Sell |
-4,026
| Closed | -$226K | – | 108 |
|
|
2013
Q3 | $226K | Hold |
4,026
| – | – | 0.03% | 89 |
|
|
2013
Q2 | $229K | Buy |
+4,026
| New | +$229K | 0.03% | 87 |
|