Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-342
| Closed | -$27K | – | 420 |
|
|
2016
Q3 | $27K | Buy |
+342
| New | +$27K | 0.01% | 535 |
|
|
2015
Q4 | – | Sell |
-85
| Closed | -$6K | – | 1316 |
|
|
2015
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 886 |
|
|
2015
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 957 |
|
|
2015
Q1 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 923 |
|