Choate Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,180
| Closed | -$202K | – | 231 |
|
|
2018
Q3 | $202K | Buy |
+2,180
| New | +$202K | 0.01% | 194 |
|
|
2018
Q1 | – | Sell |
-2,297
| Closed | -$214K | – | 236 |
|
|
2017
Q4 | $214K | Hold |
2,297
| – | – | 0.01% | 231 |
|
|
2017
Q3 | $210K | Hold |
2,297
| – | – | 0.01% | 237 |
|
|
2017
Q2 | $207K | Buy |
+2,297
| New | +$207K | 0.01% | 238 |
|
|
2015
Q4 | – | Sell |
-2,979
| Closed | -$204K | – | 267 |
|
|
2015
Q3 | $204K | Buy |
+2,979
| New | +$204K | 0.01% | 237 |
|
|
2014
Q3 | – | Sell |
-3,164
| Closed | -$210K | – | 270 |
|
|
2014
Q2 | $210K | Sell |
3,164
-47
| -1% | -$3.12K | 0.01% | 256 |
|
|
2014
Q1 | $203K | Buy |
+3,211
| New | +$203K | 0.01% | 261 |
|