EWM
Evercore Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-460
| Closed | -$50K | – | 460 |
|
|
2017
Q4 | $50K | Hold |
460
| – | – | ﹤0.01% | 580 |
|
|
2017
Q3 | $49K | Sell |
460
-125
| -21% | -$13.3K | ﹤0.01% | 576 |
|
|
2017
Q2 | $62K | Buy |
585
+250
| +75% | +$26.5K | ﹤0.01% | 549 |
|
|
2017
Q1 | $34K | Sell |
335
-36
| -10% | -$3.65K | ﹤0.01% | 664 |
|
|
2016
Q4 | $37K | Sell |
371
-27
| -7% | -$2.69K | ﹤0.01% | 654 |
|
|
2016
Q3 | $37K | Hold |
398
| – | – | ﹤0.01% | 661 |
|
|
2016
Q2 | $39K | Hold |
398
| – | – | ﹤0.01% | 625 |
|
|
2016
Q1 | $36K | Hold |
398
| – | – | ﹤0.01% | 630 |
|
|
2015
Q4 | $32K | Buy |
398
+63
| +19% | +$5.07K | ﹤0.01% | 673 |
|
|
2015
Q3 | $27K | Hold |
335
| – | – | ﹤0.01% | 682 |
|
|
2015
Q2 | $25K | Sell |
335
-5
| -1% | -$373 | ﹤0.01% | 749 |
|
|
2015
Q1 | $27K | Buy |
340
+5
| +1% | +$397 | ﹤0.01% | 732 |
|
|
2014
Q4 | $29K | Hold |
335
| – | – | ﹤0.01% | 619 |
|
|
2014
Q3 | $25K | Sell |
335
-25
| -7% | -$1.87K | ﹤0.01% | 704 |
|
|
2014
Q2 | $29K | Buy |
+360
| New | +$29K | ﹤0.01% | 681 |
|