FDO Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-19,384
| Closed | -$1.77M | – | 190 |
|
2017
Q3 | $1.77M | Buy |
+19,384
| New | +$1.77M | 0.71% | 47 |
|
2017
Q2 | – | Sell |
-3,043
| Closed | -$264K | – | 252 |
|
2017
Q1 | $264K | Sell |
3,043
-288
| -9% | -$25K | 0.07% | 201 |
|
2016
Q4 | $279K | Buy |
+3,331
| New | +$279K | 0.11% | 184 |
|
2016
Q3 | – | Sell |
-3,204
| Closed | -$270K | – | 212 |
|
2016
Q2 | $270K | Sell |
3,204
-2,019
| -39% | -$170K | 0.15% | 167 |
|
2016
Q1 | $403K | Buy |
+5,223
| New | +$403K | 0.26% | 145 |
|