Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-660
| Closed | -$70K | – | 207 |
|
|
2019
Q1 | $70K | Hold |
660
| – | – | 0.05% | 188 |
|
|
2018
Q4 | $62K | Hold |
660
| – | – | 0.05% | 187 |
|
|
2018
Q3 | $61K | Hold |
660
| – | – | 0.05% | 198 |
|
|
2018
Q2 | $58K | Hold |
660
| – | – | 0.04% | 202 |
|
|
2018
Q1 | $59K | Buy |
+660
| New | +$59K | 0.04% | 201 |
|