Bell Bank’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-11,698
| Closed | -$800K | – | 134 |
|
|
2015
Q3 | $800K | Sell |
11,698
-36
| -0.3% | -$2.46K | 0.63% | 73 |
|
|
2015
Q2 | $745K | Sell |
11,734
-149
| -1% | -$9.46K | 0.55% | 76 |
|
|
2015
Q1 | $816K | Buy |
11,883
+185
| +2% | +$12.7K | 0.57% | 78 |
|
|
2014
Q4 | $860K | Sell |
11,698
-59
| -0.5% | -$4.34K | 0.59% | 73 |
|
|
2014
Q3 | $761K | Buy |
11,757
+523
| +5% | +$33.9K | 0.55% | 79 |
|
|
2014
Q2 | $745K | Buy |
11,234
+90
| +0.8% | +$5.97K | 0.52% | 86 |
|
|
2014
Q1 | $705K | Sell |
11,144
-1,283
| -10% | -$81.2K | 0.47% | 99 |
|
|
2013
Q4 | $702K | Sell |
12,427
-1,451
| -10% | -$82K | 0.36% | 127 |
|
|
2013
Q3 | $779K | Sell |
13,878
-213
| -2% | -$12K | 0.27% | 157 |
|
|
2013
Q2 | $804K | Buy |
+14,091
| New | +$804K | 0.28% | 158 |
|