Boston Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $265K | Sell |
2,339
-647
| -22% | -$73.3K | 0.01% | 533 |
|
|
2019
Q2 | $325K | Hold |
2,986
| – | – | 0.02% | 550 |
|
|
2019
Q1 | $317K | Sell |
2,986
-70
| -2% | -$7.43K | 0.02% | 544 |
|
|
2018
Q4 | $287K | Buy |
3,056
+194
| +7% | +$18.2K | 0.02% | 544 |
|
|
2018
Q3 | $266K | Hold |
2,862
| – | – | 0.01% | 583 |
|
|
2018
Q2 | $252K | Sell |
2,862
-141
| -5% | -$12.4K | 0.01% | 602 |
|
|
2018
Q1 | $267K | Sell |
3,003
-1,410
| -32% | -$125K | 0.01% | 580 |
|
|
2017
Q4 | $411K | Sell |
4,413
-470
| -10% | -$43.8K | 0.01% | 531 |
|
|
2017
Q3 | $446K | Hold |
4,883
| – | – | 0.01% | 511 |
|
|
2017
Q2 | $440K | Hold |
4,883
| – | – | 0.01% | 515 |
|
|
2017
Q1 | $424K | Hold |
4,883
| – | – | 0.01% | 503 |
|
|
2016
Q4 | $409K | Sell |
4,883
-88
| -2% | -$7.37K | 0.01% | 516 |
|
|
2016
Q3 | $396K | Sell |
4,971
-353
| -7% | -$28.1K | 0.01% | 559 |
|
|
2016
Q2 | $449K | Hold |
5,324
| – | – | 0.01% | 507 |
|
|
2016
Q1 | $411K | Hold |
5,324
| – | – | 0.01% | 510 |
|
|
2015
Q4 | $363K | Hold |
5,324
| – | – | 0.01% | 537 |
|
|
2015
Q3 | $364K | Hold |
5,324
| – | – | 0.01% | 612 |
|
|
2015
Q2 | $338K | Sell |
5,324
-235
| -4% | -$14.9K | 0.01% | 579 |
|
|
2015
Q1 | $382K | Sell |
5,559
-235
| -4% | -$16.1K | 0.02% | 528 |
|
|
2014
Q4 | $426K | Buy |
5,794
+141
| +2% | +$10.4K | 0.02% | 373 |
|
|
2014
Q3 | $366K | Hold |
5,653
| – | – | 0.02% | 406 |
|
|
2014
Q2 | $375K | Hold |
5,653
| – | – | 0.02% | 420 |
|
|
2014
Q1 | $357K | Sell |
5,653
-147
| -3% | -$9.28K | 0.02% | 422 |
|
|
2013
Q4 | $328K | Sell |
5,800
-7,097
| -55% | -$401K | 0.02% | 437 |
|
|
2013
Q3 | $724K | Sell |
12,897
-129,015
| -91% | -$7.24M | 0.04% | 287 |
|
|
2013
Q2 | $8.09M | Buy |
+141,912
| New | +$8.09M | 0.39% | 82 |
|