American Investment Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,162
| Closed | -$201K | – | 80 |
|
|
2015
Q2 | $201K | Buy |
+3,162
| New | +$201K | 0.11% | 83 |
|
|
2014
Q2 | – | Sell |
-12,479
| Closed | -$789K | – | 78 |
|
|
2014
Q1 | $789K | Sell |
12,479
-3,044
| -20% | -$192K | 0.45% | 30 |
|
|
2013
Q4 | $877K | Hold |
15,523
| – | – | 0.52% | 28 |
|
|
2013
Q3 | $872K | Sell |
15,523
-16,505
| -52% | -$927K | 0.55% | 28 |
|
|
2013
Q2 | $1.83M | Buy |
+32,028
| New | +$1.83M | 1.15% | 17 |
|