TRUE Private Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-147
| Closed | -$15K | – | 360 |
|
|
2020
Q4 | $15K | Hold |
147
| – | – | ﹤0.01% | 489 |
|
|
2020
Q3 | $14K | Hold |
147
| – | – | ﹤0.01% | 450 |
|
|
2020
Q2 | $13K | Hold |
147
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $11K | Hold |
147
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $16K | Buy |
+147
| New | +$16K | ﹤0.01% | 520 |
|
|
2019
Q3 | – | Sell |
-147
| Closed | -$16K | – | 357 |
|
|
2019
Q2 | $16K | Buy |
+147
| New | +$16K | ﹤0.01% | 486 |
|
|
2018
Q4 | – | Sell |
-159
| Closed | -$14.9K | – | 415 |
|
|
2018
Q3 | $14.9K | Buy |
+159
| New | +$14.9K | ﹤0.01% | 665 |
|