Wealthspire Advisors (Maryland)’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-618
| Closed | -$66K | – | 882 |
|
|
2019
Q1 | $66K | Sell |
618
-27
| -4% | -$2.88K | 0.01% | 790 |
|
|
2018
Q4 | $61K | Buy |
645
+9
| +1% | +$851 | 0.01% | 770 |
|
|
2018
Q3 | $59K | Buy |
636
+18
| +3% | +$1.67K | ﹤0.01% | 904 |
|
|
2018
Q2 | $55K | Buy |
618
+11
| +2% | +$979 | 0.01% | 934 |
|
|
2018
Q1 | $54K | Buy |
607
+22
| +4% | +$1.96K | 0.01% | 945 |
|
|
2017
Q4 | $55K | Buy |
585
+141
| +32% | +$13.3K | 0.01% | 962 |
|
|
2017
Q3 | $41K | Buy |
444
+14
| +3% | +$1.29K | ﹤0.01% | 1047 |
|
|
2017
Q2 | $39K | Sell |
430
-120
| -22% | -$10.9K | ﹤0.01% | 1026 |
|
|
2017
Q1 | $48K | Buy |
550
+39
| +8% | +$3.4K | 0.01% | 811 |
|
|
2016
Q4 | $43K | Buy |
511
+43
| +9% | +$3.62K | 0.01% | 813 |
|
|
2016
Q3 | $37K | Sell |
468
-2
| -0.4% | -$158 | 0.01% | 867 |
|
|
2016
Q2 | $40K | Sell |
470
-273
| -37% | -$23.2K | 0.01% | 792 |
|
|
2016
Q1 | $57K | Buy |
743
+228
| +44% | +$17.5K | 0.01% | 668 |
|
|
2015
Q4 | $35K | Buy |
+515
| New | +$35K | 0.01% | 806 |
|