Amica Retiree Medical Trust’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 |
-953
| Closed | -$105K | – | 244 |
|
|
2019
Q4 | $105K | Buy |
953
+499
| +110% | +$55K | 0.08% | 257 |
|
|
2019
Q3 | $51K | Hold |
454
| – | – | 0.04% | 313 |
|
|
2019
Q2 | $49K | Hold |
454
| – | – | 0.04% | 334 |
|
|
2019
Q1 | $48K | Hold |
454
| – | – | 0.04% | 320 |
|
|
2018
Q4 | $43K | Sell |
454
-792
| -64% | -$75K | 0.04% | 324 |
|
|
2018
Q3 | $116K | Hold |
1,246
| – | – | 0.1% | 224 |
|
|
2018
Q2 | $110K | Hold |
1,246
| – | – | 0.1% | 232 |
|
|
2018
Q1 | $111K | Hold |
1,246
| – | – | 0.1% | 230 |
|
|
2017
Q4 | $116K | Hold |
1,246
| – | – | 0.09% | 248 |
|
|
2017
Q3 | $114K | Hold |
1,246
| – | – | 0.09% | 253 |
|
|
2017
Q2 | $112K | Hold |
1,246
| – | – | 0.09% | 249 |
|
|
2017
Q1 | $108K | Hold |
1,246
| – | – | 0.09% | 253 |
|
|
2016
Q4 | $104K | Buy |
+1,246
| New | +$104K | 0.08% | 269 |
|