SOA WEALTH ADVISORS, LLC. – DTE Energy Company Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$55,000
portfolio value
SOA 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 | +0.63% | 3 shares | -5K | $115.05 | 480 |
| Q2 2022 | share | Increase | +0.63% | 3 shares | -2K | $126.75 | 477 |
| Q1 2022 | share | Increase | +0.85% | 4 shares | 6K | $132.21 | 474 |
| Q4 2021 | share | Increase | +0.64% | 3 shares | 4K | $119.32 | 470 |
| Q3 2021 | share | Decrease | -14.31% | -78 shares | -8K | $111.71 | 467 |
| Q2 2021 | share | Decrease | -25.75% | -189 shares | -23K | $109.51 | 545 |
| Q1 2021 | share | 0.00% | 0 shares | 7K | $111.58 | 734 | |
| Q4 2020 | share | Increase | 0.00% | 734 shares | 76K | $100.89 | 734 |