Aspiriant LLC’s DTE Energy Company 2016 Corporate Units DTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,000
| Closed | -$621K | – | 254 |
|
|
2018
Q3 | $621K | Hold |
12,000
| – | – | 0.05% | 142 |
|
|
2018
Q2 | $620K | Hold |
12,000
| – | – | 0.05% | 142 |
|
|
2018
Q1 | $625K | Buy |
+12,000
| New | +$625K | 0.05% | 137 |
|
|
2017
Q4 | – | Sell |
-5,000
| Closed | -$272K | – | 199 |
|
|
2017
Q3 | $272K | Hold |
5,000
| – | – | 0.02% | 173 |
|
|
2017
Q2 | $274K | Hold |
5,000
| – | – | 0.02% | 179 |
|
|
2017
Q1 | $269K | Buy |
+5,000
| New | +$269K | 0.02% | 181 |
|