FORVIS WEALTH ADVISORS, LLC – DTE Energy Company Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$1.42M
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-9.23%
quarter
DTE Energy Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.21% | 26 shares | -142K | $115.05 | 12.36K |
| Q2 2022 | share | Increase | +24.34% | 2.41K shares | 253K | $126.75 | 12.34K |
| Q1 2022 | share | Increase | +7.62% | 703 shares | 210K | $132.21 | 9.92K |
| Q4 2021 | share | Increase | +7.62% | 653 shares | 145K | $119.32 | 9.22K |
| Q3 2021 | share | Decrease | -8.65% | -812 shares | -78K | $111.71 | 8.57K |
| Q2 2021 | share | Increase | +1.68% | 155 shares | -10K | $109.51 | 9.38K |
| Q1 2021 | share | Increase | +4.65% | 410 shares | 134K | $111.58 | 9.22K |
| Q4 2020 | share | Increase | +8.95% | 724 shares | 119K | $100.89 | 8.81K |
| Q3 2020 | share | Increase | +13.52% | 964 shares | 140K | $94.75 | 8.09K |
| Q2 2020 | share | Increase | +130.56% | 4.03K shares | 402K | $87.75 | 7.12K |
| Q1 2020 | share | Increase | 0.00% | 3.09K shares | 250K | $76.78 | 3.09K |