Colony Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,768
| Closed | -$246K | – | 508 |
|
|
2018
Q1 | $246K | Buy |
2,768
+181
| +7% | +$16.1K | 0.01% | 435 |
|
|
2017
Q4 | $241K | Buy |
2,587
+88
| +4% | +$8.2K | 0.02% | 425 |
|
|
2017
Q3 | $228K | Buy |
+2,499
| New | +$228K | 0.02% | 400 |
|
|
2015
Q4 | – | Sell |
-116
| Closed | -$8K | – | 803 |
|
|
2015
Q3 | $8K | Hold |
116
| – | – | ﹤0.01% | 632 |
|
|
2015
Q2 | $7K | Hold |
116
| – | – | ﹤0.01% | 621 |
|
|
2015
Q1 | $8K | Hold |
116
| – | – | ﹤0.01% | 591 |
|
|
2014
Q4 | $9K | Sell |
116
-92
| -44% | -$7.14K | ﹤0.01% | 591 |
|
|
2014
Q3 | $13K | Buy |
208
+83
| +66% | +$5.19K | ﹤0.01% | 561 |
|
|
2014
Q2 | $8K | Buy |
125
+9
| +8% | +$576 | ﹤0.01% | 553 |
|
|
2014
Q1 | $7K | Hold |
116
| – | – | ﹤0.01% | 598 |
|
|
2013
Q4 | $7K | Buy |
+116
| New | +$7K | ﹤0.01% | 536 |
|