E. Ohman J:or Asset Management’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 |
-5,053
| Closed | -$449K | – | 422 |
|
|
2018
Q1 | $449K | Hold |
5,053
| – | – | 0.04% | 265 |
|
|
2017
Q4 | $471K | Hold |
5,053
| – | – | 0.04% | 277 |
|
|
2017
Q3 | $462K | Hold |
5,053
| – | – | 0.04% | 272 |
|
|
2017
Q2 | $455K | Hold |
5,053
| – | – | 0.05% | 265 |
|
|
2017
Q1 | $439K | Hold |
5,053
| – | – | 0.05% | 268 |
|
|
2016
Q4 | $424K | Buy |
5,053
+940
| +23% | +$78.8K | 0.06% | 242 |
|
|
2016
Q3 | $328K | Hold |
4,113
| – | – | 0.05% | 268 |
|
|
2016
Q2 | $347K | Hold |
4,113
| – | – | 0.06% | 241 |
|
|
2016
Q1 | $317K | Hold |
4,113
| – | – | 0.06% | 239 |
|
|
2015
Q4 | $281K | Hold |
4,113
| – | – | 0.05% | 265 |
|
|
2015
Q3 | $281K | Hold |
4,113
| – | – | 0.08% | 245 |
|
|
2015
Q2 | $261K | Hold |
4,113
| – | – | 0.06% | 284 |
|
|
2015
Q1 | $282K | Hold |
4,113
| – | – | 0.07% | 282 |
|
|
2014
Q4 | $308K | Hold |
4,113
| – | – | 0.07% | 256 |
|
|
2014
Q3 | $266K | Hold |
4,113
| – | – | 0.07% | 281 |
|
|
2014
Q2 | $273K | Hold |
4,113
| – | – | 0.07% | 290 |
|
|
2014
Q1 | $260K | Hold |
4,113
| – | – | 0.06% | 300 |
|
|
2013
Q4 | $232K | Sell |
4,113
-1,762
| -30% | -$99.4K | 0.05% | 321 |
|
|
2013
Q3 | $330K | Hold |
5,875
| – | – | 0.08% | 262 |
|
|
2013
Q2 | $335K | Buy |
+5,875
| New | +$335K | 0.09% | 237 |
|