Financial & Investment Management Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $824K | Buy |
8,778
+42
| +0.5% | +$3.94K | 0.3% | 66 |
|
|
2018
Q3 | $811K | Buy |
8,736
+869
| +11% | +$80.7K | 0.27% | 63 |
|
|
2018
Q2 | $694K | Buy |
7,867
+44
| +0.6% | +$3.88K | 0.22% | 67 |
|
|
2018
Q1 | $695K | Buy |
7,823
+44
| +0.6% | +$3.91K | 0.22% | 68 |
|
|
2017
Q4 | $725K | Buy |
7,779
+38
| +0.5% | +$3.54K | 0.25% | 56 |
|
|
2017
Q3 | $707K | Buy |
7,741
+40
| +0.5% | +$3.65K | 0.23% | 56 |
|
|
2017
Q2 | $693K | Sell |
7,701
-696
| -8% | -$62.6K | 0.25% | 53 |
|
|
2017
Q1 | $730K | Hold |
8,397
| – | – | 0.25% | 56 |
|
|
2016
Q4 | $704K | Sell |
8,397
-64
| -0.8% | -$5.37K | 0.27% | 62 |
|
|
2016
Q3 | $675K | Hold |
8,461
| – | – | 0.22% | 69 |
|
|
2016
Q2 | $714K | Hold |
8,461
| – | – | 0.22% | 61 |
|
|
2016
Q1 | $653K | Hold |
8,461
| – | – | 0.17% | 69 |
|
|
2015
Q4 | $577K | Buy |
8,461
+148
| +2% | +$10.1K | 0.16% | 81 |
|
|
2015
Q3 | $569K | Hold |
8,313
| – | – | 0.16% | 88 |
|
|
2015
Q2 | $528K | Hold |
8,313
| – | – | 0.14% | 93 |
|
|
2015
Q1 | $571K | Sell |
8,313
-99
| -1% | -$6.8K | 0.14% | 97 |
|
|
2014
Q4 | $618K | Buy |
8,412
+99
| +1% | +$7.27K | 0.16% | 90 |
|
|
2014
Q3 | $538K | Hold |
8,313
| – | – | 0.16% | 88 |
|
|
2014
Q2 | $551K | Buy |
8,313
+4,112
| +98% | +$273K | 0.16% | 84 |
|
|
2014
Q1 | $266K | Sell |
4,201
-436
| -9% | -$27.6K | 0.08% | 100 |
|
|
2013
Q4 | $262K | Buy |
4,637
+436
| +10% | +$24.6K | 0.08% | 106 |
|
|
2013
Q3 | $236K | Sell |
4,201
-436
| -9% | -$24.5K | 0.09% | 75 |
|
|
2013
Q2 | $264K | Buy |
+4,637
| New | +$264K | 0.15% | 55 |
|