FineMark National Bank & Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,629
| Closed | -$137K | – | 541 |
|
|
2016
Q4 | $137K | Hold |
1,629
| – | – | 0.01% | 402 |
|
|
2016
Q3 | $130K | Buy |
1,629
+118
| +8% | +$9.42K | 0.01% | 399 |
|
|
2016
Q2 | $127K | Sell |
1,511
-353
| -19% | -$29.7K | 0.01% | 381 |
|
|
2016
Q1 | $144K | Sell |
1,864
-36
| -2% | -$2.78K | 0.02% | 352 |
|
|
2015
Q4 | $130K | Hold |
1,900
| – | – | 0.02% | 394 |
|
|
2015
Q3 | $130K | Sell |
1,900
-93
| -5% | -$6.36K | 0.02% | 392 |
|
|
2015
Q2 | $127K | Sell |
1,993
-236
| -11% | -$15K | 0.02% | 424 |
|
|
2015
Q1 | $153K | Hold |
2,229
| – | – | 0.02% | 392 |
|
|
2014
Q4 | $164K | Sell |
2,229
-13
| -0.6% | -$956 | 0.02% | 389 |
|
|
2014
Q3 | $145K | Buy |
2,242
+212
| +10% | +$13.7K | 0.02% | 392 |
|
|
2014
Q2 | $135K | Sell |
2,030
-265
| -12% | -$17.6K | 0.02% | 402 |
|
|
2014
Q1 | $145K | Sell |
2,295
-288
| -11% | -$18.2K | 0.03% | 373 |
|
|
2013
Q4 | $146K | Hold |
2,583
| – | – | 0.03% | 354 |
|
|
2013
Q3 | $145K | Buy |
2,583
+25
| +1% | +$1.4K | 0.04% | 360 |
|
|
2013
Q2 | $147K | Buy |
+2,558
| New | +$147K | 0.04% | 323 |
|