V 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
2018
Q1
Sell
-3,349
Closed -$309K 212
2017
Q4
$309K Buy
3,349
+621
+23% +$57.3K 0.16% 149
2017
Q3
$247K Buy
2,728
+2,140
+364% +$194K 0.13% 155
2017
Q2
$53K Buy
+588
New +$53K 0.02% 306