WealthSource Partners’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,740
| Closed | -$230K | – | 292 |
|
|
2016
Q4 | $230K | Sell |
2,740
-294
| -10% | -$24.7K | 0.1% | 198 |
|
|
2016
Q3 | $242K | Sell |
3,034
-675
| -18% | -$53.8K | 0.09% | 209 |
|
|
2016
Q2 | $313K | Buy |
3,709
+754
| +26% | +$63.6K | 0.12% | 162 |
|
|
2016
Q1 | $228K | Buy |
+2,955
| New | +$228K | 0.09% | 197 |
|