Wealthfront’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.7M | Buy |
18,256
+947
| +5% | +$88K | 0.02% | 148 |
|
|
2018
Q2 | $1.53M | Sell |
17,309
-13,414
| -44% | -$1.18M | 0.02% | 161 |
|
|
2018
Q1 | $2.73M | Buy |
30,723
+21,304
| +226% | +$1.89M | 0.03% | 102 |
|
|
2017
Q4 | $877K | Buy |
9,419
+2,457
| +35% | +$229K | 0.01% | 245 |
|
|
2017
Q3 | $636K | Buy |
6,962
+837
| +14% | +$76.5K | 0.01% | 281 |
|
|
2017
Q2 | $551K | Buy |
6,125
+1,072
| +21% | +$96.4K | 0.01% | 254 |
|
|
2017
Q1 | $439K | Buy |
5,053
+413
| +9% | +$35.9K | 0.01% | 252 |
|
|
2016
Q4 | $389K | Buy |
4,640
+719
| +18% | +$60.3K | 0.01% | 244 |
|
|
2016
Q3 | $313K | Buy |
3,921
+459
| +13% | +$36.6K | 0.01% | 266 |
|
|
2016
Q2 | $292K | Buy |
3,462
+143
| +4% | +$12.1K | 0.01% | 265 |
|
|
2016
Q1 | $256K | Buy |
+3,319
| New | +$256K | 0.01% | 274 |
|
|
2015
Q4 | – | Sell |
-2,730
| Closed | -$187K | – | 482 |
|
|
2015
Q3 | $187K | Buy |
2,730
+1,482
| +119% | +$102K | 0.01% | 287 |
|
|
2015
Q2 | $79K | Sell |
1,248
-173
| -12% | -$11K | ﹤0.01% | 445 |
|
|
2015
Q1 | $98K | Buy |
1,421
+288
| +25% | +$19.9K | ﹤0.01% | 386 |
|
|
2014
Q4 | $83K | Buy |
1,133
+235
| +26% | +$17.2K | ﹤0.01% | 390 |
|
|
2014
Q3 | $58K | Buy |
898
+213
| +31% | +$13.8K | ﹤0.01% | 383 |
|
|
2014
Q2 | $44K | Buy |
685
+168
| +32% | +$10.8K | ﹤0.01% | 387 |
|
|
2014
Q1 | $33K | Buy |
+517
| New | +$33K | ﹤0.01% | 352 |
|