WFG Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $24K | Sell |
269
-44
| -14% | -$3.93K | 0.01% | 895 |
|
|
2017
Q1 | $27K | Buy |
313
+3
| +1% | +$259 | 0.01% | 815 |
|
|
2016
Q4 | $26K | Buy |
310
+3
| +1% | +$252 | 0.01% | 868 |
|
|
2016
Q3 | $24K | Buy |
307
+1
| +0.3% | +$78 | 0.01% | 900 |
|
|
2016
Q2 | $26K | Buy |
306
+4
| +1% | +$340 | 0.01% | 852 |
|
|
2016
Q1 | $23K | Buy |
302
+2
| +0.7% | +$152 | 0.01% | 848 |
|
|
2015
Q4 | $20K | Buy |
300
+3
| +1% | +$200 | 0.01% | 893 |
|
|
2015
Q3 | $20K | Sell |
297
-71
| -19% | -$4.78K | 0.01% | 881 |
|
|
2015
Q2 | $23K | Buy |
368
+77
| +26% | +$4.81K | 0.01% | 935 |
|
|
2015
Q1 | $20K | Sell |
291
-40
| -12% | -$2.75K | 0.01% | 981 |
|
|
2014
Q4 | $24K | Buy |
331
+3
| +0.9% | +$218 | ﹤0.01% | 1148 |
|
|
2014
Q3 | $21K | Buy |
328
+3
| +0.9% | +$192 | ﹤0.01% | 1247 |
|
|
2014
Q2 | $22K | Buy |
325
+2
| +0.6% | +$135 | ﹤0.01% | 1227 |
|
|
2014
Q1 | $20K | Buy |
323
+2
| +0.6% | +$124 | ﹤0.01% | 1236 |
|
|
2013
Q4 | $18K | Buy |
321
+3
| +0.9% | +$168 | ﹤0.01% | 1372 |
|
|
2013
Q3 | $18K | Sell |
318
-371
| -54% | -$21K | ﹤0.01% | 1310 |
|
|
2013
Q2 | $39K | Buy |
+689
| New | +$39K | 0.01% | 981 |
|