DC Investments Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,499
| Closed | -$320K | – | 130 |
|
|
2020
Q2 | $320K | Sell |
3,499
-2,110
| -38% | -$193K | 0.12% | 171 |
|
|
2020
Q1 | $453K | Buy |
5,609
+592
| +12% | +$47.8K | 0.37% | 92 |
|
|
2019
Q4 | $555K | Sell |
5,017
-167
| -3% | -$18.5K | 0.43% | 84 |
|
|
2019
Q3 | $587K | Sell |
5,184
-449
| -8% | -$50.8K | 0.34% | 67 |
|
|
2019
Q2 | $613K | Sell |
5,633
-798
| -12% | -$86.8K | 0.34% | 75 |
|
|
2019
Q1 | $683K | Hold |
6,431
| – | – | 0.43% | 57 |
|
|
2018
Q4 | $604K | Buy |
6,431
+572
| +10% | +$53.7K | 0.49% | 56 |
|
|
2018
Q3 | $544K | Sell |
5,859
-61
| -1% | -$5.66K | 0.37% | 116 |
|
|
2018
Q2 | $522K | Sell |
5,920
-5,110
| -46% | -$451K | 0.33% | 180 |
|
|
2018
Q1 | $980K | Hold |
11,030
| – | – | 0.66% | 43 |
|
|
2017
Q4 | $1.03M | Buy |
+11,030
| New | +$1.03M | 0.42% | 44 |
|