Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,160
| Closed | -$106K | – | 184 |
|
|
2020
Q2 | $106K | Buy |
+1,160
| New | +$106K | 0.07% | 147 |
|
|
2020
Q1 | – | Sell |
-1,160
| Closed | -$128K | – | 187 |
|
|
2019
Q4 | $128K | Hold |
1,160
| – | – | 0.08% | 143 |
|
|
2019
Q3 | $131K | Hold |
1,160
| – | – | 0.09% | 138 |
|
|
2019
Q2 | $126K | Sell |
1,160
-998
| -46% | -$108K | 0.1% | 138 |
|
|
2019
Q1 | $229K | Hold |
2,158
| – | – | 0.17% | 110 |
|
|
2018
Q4 | $203K | Hold |
2,158
| – | – | 0.18% | 97 |
|
|
2018
Q3 | $200K | Hold |
2,158
| – | – | 0.16% | 101 |
|
|
2018
Q2 | $190K | Hold |
2,158
| – | – | 0.16% | 101 |
|
|
2018
Q1 | $192K | Hold |
2,158
| – | – | 0.18% | 101 |
|
|
2017
Q4 | $201K | Buy |
+2,158
| New | +$201K | 0.19% | 97 |
|