FirstMerit Bank N.A. Trustee’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $495K | Sell |
5,859
-176
| -3% | -$14.9K | 0.04% | 204 |
|
|
2016
Q1 | $466K | Hold |
6,035
| – | – | 0.04% | 200 |
|
|
2015
Q4 | $412K | Sell |
6,035
-2,528
| -30% | -$173K | 0.04% | 220 |
|
|
2015
Q3 | $585K | Sell |
8,563
-54
| -0.6% | -$3.69K | 0.05% | 180 |
|
|
2015
Q2 | $547K | Buy |
8,617
+2,366
| +38% | +$150K | 0.05% | 196 |
|
|
2015
Q1 | $429K | Buy |
6,251
+587
| +10% | +$40.3K | 0.04% | 230 |
|
|
2014
Q4 | $416K | Hold |
5,664
| – | – | 0.03% | 226 |
|
|
2014
Q3 | $366K | Buy |
5,664
+353
| +7% | +$22.8K | 0.03% | 240 |
|
|
2014
Q2 | $352K | Hold |
5,311
| – | – | 0.03% | 245 |
|
|
2014
Q1 | $335K | Sell |
5,311
-118
| -2% | -$7.44K | 0.03% | 241 |
|
|
2013
Q4 | $307K | Buy |
5,429
+100
| +2% | +$5.66K | 0.03% | 245 |
|
|
2013
Q3 | $300K | Hold |
5,329
| – | – | 0.03% | 243 |
|
|
2013
Q2 | $304K | Buy |
+5,329
| New | +$304K | 0.03% | 228 |
|