MCKINLEY CARTER WEALTH SERVICES, INC. – DTE Energy Company Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$496,000
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. 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 | 0.00% | 0 shares | -51K | $115.05 | 4.31K | |
| Q2 2022 | share | 0.00% | 0 shares | -23K | $126.75 | 4.31K | |
| Q1 2022 | share | 0.00% | 0 shares | 54K | $132.21 | 4.31K | |
| Q4 2021 | share | Decrease | -2.42% | -107 shares | 22K | $119.32 | 4.31K |
| Q3 2021 | share | Decrease | -14.90% | -774 shares | -78K | $111.71 | 4.42K |
| Q2 2021 | share | Decrease | -6.48% | -360 shares | -57K | $109.51 | 5.19K |
| Q1 2021 | share | Increase | +0.14% | 8 shares | 56K | $111.58 | 5.55K |
| Q4 2020 | share | Increase | 0.00% | 5.54K shares | 573K | $100.89 | 5.54K |
| Q2 2018 | share | Decrease | -100.00% | -2.01K shares | -179K | $79.18 | 0 |
| Q1 2018 | share | Increase | 0.00% | 2.01K shares | 179K | $79.05 | 2.01K |
| Q3 2017 | share | Decrease | -100.00% | -2.47K shares | -222K | $79.97 | 0 |
| Q2 2017 | share | 0.00% | 0 shares | 7K | $78.22 | 2.47K | |
| Q1 2017 | share | 0.00% | 0 shares | 8K | $74.94 | 2.47K | |
| Q4 2016 | share | Decrease | -4.67% | -121 shares | 0 | $71.71 | 2.47K |
| Q3 2016 | share | 0.00% | 0 shares | -12K | $67.61 | 2.59K | |
| Q2 2016 | share | 0.00% | 0 shares | 19K | $70.95 | 2.59K | |
| Q1 2016 | share | Increase | 0.00% | 2.59K shares | 200K | $64.39 | 2.59K |