Evolution Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-26
| Closed | -$2K | – | 589 |
|
|
2020
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $2K | Sell |
26
-9
| -26% | -$692 | ﹤0.01% | 293 |
|
|
2019
Q4 | $4K | Sell |
35
-24
| -41% | -$2.74K | ﹤0.01% | 436 |
|
|
2019
Q3 | $7K | Buy |
59
+26
| +79% | +$3.09K | ﹤0.01% | 227 |
|
|
2019
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 288 |
|