Exchange Capital 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 |
-2,238
| Closed | -$205K | – | 152 |
|
|
2020
Q2 | $205K | Buy |
+2,238
| New | +$205K | 0.06% | 150 |
|
|
2017
Q1 | – | Sell |
-36
| Closed | -$3K | – | 220 |
|
|
2016
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 182 |
|
|
2015
Q1 | – | Sell |
-175
| Closed | -$13K | – | 150 |
|
|
2014
Q4 | $13K | Sell |
175
-131
| -43% | -$9.73K | 0.01% | 156 |
|
|
2014
Q3 | $20K | Buy |
306
+28
| +10% | +$1.83K | 0.01% | 127 |
|
|
2014
Q2 | $18K | Sell |
278
-107
| -28% | -$6.93K | 0.01% | 132 |
|
|
2014
Q1 | $24K | Buy |
385
+303
| +370% | +$18.9K | 0.01% | 127 |
|
|
2013
Q4 | $5K | Buy |
82
+33
| +67% | +$2.01K | ﹤0.01% | 188 |
|
|
2013
Q3 | $3K | Buy |
49
+28
| +133% | +$1.71K | ﹤0.01% | 181 |
|
|
2013
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 182 |
|