GW Henssler & Associates’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,016
| Closed | -$535K | – | 131 |
|
|
2018
Q1 | $535K | Hold |
6,016
| – | – | 0.05% | 100 |
|
|
2017
Q4 | $560K | Sell |
6,016
-603
| -9% | -$56.1K | 0.05% | 105 |
|
|
2017
Q3 | $605K | Hold |
6,619
| – | – | 0.06% | 101 |
|
|
2017
Q2 | $596K | Hold |
6,619
| – | – | 0.06% | 104 |
|
|
2017
Q1 | $575K | Sell |
6,619
-3,367
| -34% | -$292K | 0.06% | 105 |
|
|
2016
Q4 | $837K | Sell |
9,986
-2
| -0% | -$168 | 0.09% | 99 |
|
|
2016
Q3 | $796K | Buy |
9,988
+4,935
| +98% | +$393K | 0.09% | 99 |
|
|
2016
Q2 | $426K | Buy |
+5,053
| New | +$426K | 0.05% | 111 |
|