PWAG
Polaris Wealth Advisory Group’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,667
| Closed | -$733K | – | 161 |
|
|
2020
Q2 | $733K | Buy |
6,667
+21
| +0.3% | +$2.31K | 0.06% | 96 |
|
|
2020
Q1 | $631K | Hold |
6,646
| – | – | 0.07% | 88 |
|
|
2019
Q4 | $883K | Hold |
6,646
| – | – | 0.06% | 105 |
|
|
2019
Q3 | $872K | Hold |
6,646
| – | – | 0.07% | 100 |
|
|
2019
Q2 | $853K | Hold |
6,646
| – | – | 0.06% | 98 |
|
|
2019
Q1 | $823K | Hold |
6,646
| – | – | 0.06% | 110 |
|
|
2018
Q4 | $733K | Buy |
6,646
+4,882
| +277% | +$538K | 0.07% | 92 |
|
|
2018
Q3 | $193K | Buy |
+1,764
| New | +$193K | 0.01% | 159 |
|
|
2018
Q2 | – | Sell |
-1,764
| Closed | -$184K | – | 302 |
|
|
2018
Q1 | $184K | Buy |
+1,764
| New | +$184K | 0.02% | 143 |
|