Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-49
| Closed | -$3K | – | 568 |
|
|
2020
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 283 |
|
|
2019
Q4 | $5K | Sell |
49
-1,275
| -96% | -$130K | ﹤0.01% | 363 |
|
|
2019
Q3 | $150K | Buy |
1,324
+49
| +4% | +$5.55K | 0.18% | 38 |
|
|
2019
Q2 | $138K | Hold |
1,275
| – | – | 0.18% | 35 |
|
|
2019
Q1 | $135K | Buy |
+1,275
| New | +$135K | 0.12% | 49 |
|