Financial Architects (New Jersey)’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 |
-143
| Closed | -$13K | – | 404 |
|
|
2020
Q2 | $13K | Hold |
143
| – | – | ﹤0.01% | 610 |
|
|
2020
Q1 | $12K | Hold |
143
| – | – | ﹤0.01% | 584 |
|
|
2019
Q4 | $16K | Hold |
143
| – | – | ﹤0.01% | 601 |
|
|
2019
Q3 | $16K | Hold |
143
| – | – | ﹤0.01% | 627 |
|
|
2019
Q2 | $16K | Hold |
143
| – | – | ﹤0.01% | 676 |
|
|
2019
Q1 | $15K | Hold |
143
| – | – | ﹤0.01% | 868 |
|
|
2018
Q4 | $13K | Hold |
143
| – | – | ﹤0.01% | 825 |
|
|
2018
Q3 | $13K | Hold |
143
| – | – | ﹤0.01% | 900 |
|
|
2018
Q2 | $13K | Buy |
143
+22
| +18% | +$2K | ﹤0.01% | 922 |
|
|
2018
Q1 | $11K | Hold |
121
| – | – | ﹤0.01% | 916 |
|
|
2017
Q4 | $11K | Hold |
121
| – | – | ﹤0.01% | 991 |
|
|
2017
Q3 | $11K | Hold |
121
| – | – | ﹤0.01% | 1005 |
|
|
2017
Q2 | $11K | Hold |
121
| – | – | ﹤0.01% | 996 |
|
|
2017
Q1 | $11K | Sell |
121
-72
| -37% | -$6.55K | ﹤0.01% | 1003 |
|
|
2016
Q4 | $16K | Hold |
193
| – | – | ﹤0.01% | 880 |
|
|
2016
Q3 | $16K | Buy |
193
+9
| +5% | +$746 | ﹤0.01% | 877 |
|
|
2016
Q2 | $15K | Buy |
184
+63
| +52% | +$5.14K | ﹤0.01% | 855 |
|
|
2016
Q1 | $9K | Buy |
+121
| New | +$9K | ﹤0.01% | 754 |
|
|
2015
Q3 | – | Sell |
-121
| Closed | -$8K | – | 389 |
|
|
2015
Q2 | $8K | Hold |
121
| – | – | ﹤0.01% | 814 |
|
|
2015
Q1 | $8K | Hold |
121
| – | – | ﹤0.01% | 756 |
|
|
2014
Q4 | $9K | Hold |
121
| – | – | ﹤0.01% | 678 |
|
|
2014
Q3 | $8K | Hold |
121
| – | – | ﹤0.01% | 641 |
|
|
2014
Q2 | $8K | Buy |
+121
| New | +$8K | ﹤0.01% | 671 |
|