Diversified Portfolios Inc’s Dte Energy Company DTZ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,130
| Closed | -$331K | – | 55 |
|
|
2017
Q2 | $331K | Hold |
3,130
| – | – | 0.2% | 34 |
|
|
2017
Q1 | $320K | Hold |
3,130
| – | – | 0.19% | 33 |
|
|
2016
Q4 | $308K | Hold |
3,130
| – | – | 0.19% | 33 |
|
|
2016
Q3 | $293K | Buy |
3,130
+572
| +22% | +$53.5K | 0.18% | 32 |
|
|
2016
Q2 | $254K | Hold |
2,558
| – | – | 0.16% | 41 |
|
|
2016
Q1 | $232K | Hold |
2,558
| – | – | 0.15% | 42 |
|
|
2015
Q4 | $205K | Sell |
2,558
-1,292
| -34% | -$104K | 0.13% | 49 |
|
|
2015
Q3 | $309K | Buy |
3,850
+1,292
| +51% | +$104K | 0.2% | 35 |
|
|
2015
Q2 | $208K | Hold |
2,558
| – | – | 0.13% | 48 |
|
|
2015
Q1 | $206K | Buy |
2,558
+100
| +4% | +$8.05K | 0.13% | 52 |
|
|
2014
Q4 | $212K | Buy |
+2,458
| New | +$212K | 0.13% | 77 |
|