Advantage Investment Management’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 | $55K | Hold |
486
| – | – | 0.04% | 320 |
|
|
2019
Q2 | $53K | Sell |
486
-25
| -5% | -$2.73K | 0.04% | 334 |
|
|
2019
Q1 | $54K | Sell |
511
-804
| -61% | -$85K | 0.04% | 331 |
|
|
2018
Q4 | $123K | Buy |
1,315
+147
| +13% | +$13.8K | 0.09% | 201 |
|
|
2018
Q3 | $108K | Sell |
1,168
-505
| -30% | -$46.7K | 0.07% | 262 |
|
|
2018
Q2 | $148K | Sell |
1,673
-68
| -4% | -$6.02K | 0.11% | 165 |
|
|
2018
Q1 | $155K | Buy |
1,741
+171
| +11% | +$15.2K | 0.06% | 183 |
|
|
2017
Q4 | $146K | Buy |
1,570
+5
| +0.3% | +$465 | 0.05% | 209 |
|
|
2017
Q3 | $143K | Buy |
1,565
+32
| +2% | +$2.92K | 0.05% | 203 |
|
|
2017
Q2 | $138K | Hold |
1,533
| – | – | 0.05% | 198 |
|
|
2017
Q1 | $133K | Sell |
1,533
-291
| -16% | -$25.2K | 0.05% | 189 |
|
|
2016
Q4 | $153K | Buy |
1,824
+6
| +0.3% | +$503 | 0.06% | 167 |
|
|
2016
Q3 | $145K | Hold |
1,818
| – | – | 0.05% | 169 |
|
|
2016
Q2 | $153K | Buy |
1,818
+154
| +9% | +$13K | 0.07% | 166 |
|
|
2016
Q1 | $128K | Buy |
1,664
+153
| +10% | +$11.8K | 0.05% | 183 |
|
|
2015
Q4 | $103K | Buy |
1,511
+461
| +44% | +$31.4K | 0.05% | 230 |
|
|
2015
Q3 | $72K | Hold |
1,050
| – | – | 0.04% | 266 |
|
|
2015
Q2 | $67K | Buy |
1,050
+298
| +40% | +$19K | 0.03% | 295 |
|
|
2015
Q1 | $52K | Buy |
752
+66
| +10% | +$4.56K | 0.03% | 317 |
|
|
2014
Q4 | $50K | Buy |
+686
| New | +$50K | 0.04% | 311 |
|