MKD Wealth Coaches’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,837
| Closed | -$535K | – | 39 |
|
|
2019
Q4 | $535K | Hold |
4,837
| – | – | 0.46% | 38 |
|
|
2019
Q3 | $547K | Sell |
4,837
-177
| -4% | -$20K | 0.57% | 31 |
|
|
2019
Q2 | $527K | Buy |
5,014
+177
| +4% | +$18.6K | 0.47% | 32 |
|
|
2019
Q1 | $514K | Buy |
4,837
+1,086
| +29% | +$115K | 0.52% | 29 |
|
|
2018
Q4 | $352K | Buy |
+3,751
| New | +$352K | 0.42% | 37 |
|