Community Financial Services Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,450
| Closed | -$207K | – | 63 |
|
|
2016
Q2 | $207K | Buy |
+2,450
| New | +$207K | 0.1% | 64 |
|
|
2015
Q4 | – | Sell |
-2,744
| Closed | -$188K | – | 113 |
|
|
2015
Q3 | $188K | Hold |
2,744
| – | – | 0.09% | 68 |
|
|
2015
Q2 | $174K | Hold |
2,744
| – | – | 0.08% | 74 |
|
|
2015
Q1 | $188K | Sell |
2,744
-194
| -7% | -$13.3K | 0.09% | 73 |
|
|
2014
Q4 | $216K | Hold |
2,938
| – | – | 0.1% | 75 |
|
|
2014
Q3 | $190K | Hold |
2,938
| – | – | 0.09% | 74 |
|
|
2014
Q2 | $195K | Hold |
2,938
| – | – | 0.1% | 73 |
|
|
2014
Q1 | $186K | Buy |
+2,938
| New | +$186K | 0.09% | 73 |
|
|
2013
Q4 | – | Sell |
-588
| Closed | -$33K | – | 104 |
|
|
2013
Q3 | $33K | Hold |
588
| – | – | 0.02% | 132 |
|
|
2013
Q2 | $34K | Buy |
+588
| New | +$34K | 0.02% | 131 |
|