JOYN Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-231
| Closed | -$22K | – | 460 |
|
|
2018
Q4 | $22K | Buy |
231
+5
| +2% | +$476 | 0.01% | 623 |
|
|
2018
Q3 | $21K | Buy |
226
+32
| +16% | +$2.97K | ﹤0.01% | 663 |
|
|
2018
Q2 | $17K | Buy |
194
+190
| +4,750% | +$16.6K | ﹤0.01% | 728 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1336 |
|