Advisory Research’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-88,526
| Closed | -$9.78M | – | 297 |
|
|
2019
Q4 | $9.78M | Sell |
88,526
-2,056
| -2% | -$227K | 0.45% | 68 |
|
|
2019
Q3 | $10.3M | Sell |
90,582
-2,922
| -3% | -$331K | 0.49% | 68 |
|
|
2019
Q2 | $10.2M | Sell |
93,504
-188
| -0.2% | -$20.5K | 0.2% | 103 |
|
|
2019
Q1 | $9.95M | Buy |
93,692
+4,047
| +5% | +$430K | 0.19% | 103 |
|
|
2018
Q4 | $8.42M | Buy |
+89,645
| New | +$8.42M | 0.18% | 117 |
|
|
2014
Q2 | – | Sell |
-1,127
| Closed | -$71K | – | 423 |
|
|
2014
Q1 | $71K | Buy |
+1,127
| New | +$71K | ﹤0.01% | 451 |
|