YorkBridge Wealth Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-705
| Closed | -$77K | – | 293 |
|
|
2019
Q2 | $77K | Hold |
705
| – | – | 0.03% | 326 |
|
|
2019
Q1 | $75K | Hold |
705
| – | – | 0.03% | 317 |
|
|
2018
Q4 | $66K | Hold |
705
| – | – | 0.03% | 302 |
|
|
2018
Q3 | $65K | Hold |
705
| – | – | 0.03% | 334 |
|
|
2018
Q2 | $62K | Hold |
705
| – | – | 0.03% | 343 |
|
|
2018
Q1 | $61K | Hold |
705
| – | – | 0.03% | 351 |
|
|
2017
Q4 | $61K | Hold |
705
| – | – | 0.03% | 352 |
|
|
2017
Q3 | $64K | Hold |
705
| – | – | 0.03% | 344 |
|
|
2017
Q2 | $63K | Hold |
705
| – | – | 0.03% | 340 |
|
|
2017
Q1 | $63K | Buy |
705
+352
| +100% | +$31.5K | 0.03% | 339 |
|
|
2016
Q4 | $28K | Buy |
+353
| New | +$28K | 0.02% | 421 |
|