Amica Mutual Insurance’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 |
-5,889
| Closed | -$651K | – | 245 |
|
|
2019
Q4 | $651K | Buy |
5,889
+2,651
| +82% | +$293K | 0.08% | 255 |
|
|
2019
Q3 | $366K | Hold |
3,238
| – | – | 0.05% | 310 |
|
|
2019
Q2 | $352K | Hold |
3,238
| – | – | 0.04% | 325 |
|
|
2019
Q1 | $344K | Hold |
3,238
| – | – | 0.04% | 321 |
|
|
2018
Q4 | $304K | Sell |
3,238
-5,678
| -64% | -$533K | 0.04% | 326 |
|
|
2018
Q3 | $828K | Hold |
8,916
| – | – | 0.09% | 223 |
|
|
2018
Q2 | $786K | Hold |
8,916
| – | – | 0.09% | 229 |
|
|
2018
Q1 | $792K | Hold |
8,916
| – | – | 0.1% | 230 |
|
|
2017
Q4 | $831K | Sell |
8,916
-2,171
| -20% | -$202K | 0.08% | 249 |
|
|
2017
Q3 | $1.01M | Hold |
11,087
| – | – | 0.09% | 252 |
|
|
2017
Q2 | $998K | Hold |
11,087
| – | – | 0.09% | 254 |
|
|
2017
Q1 | $964K | Hold |
11,087
| – | – | 0.09% | 256 |
|
|
2016
Q4 | $930K | Buy |
+11,087
| New | +$930K | 0.08% | 280 |
|