Fuller & Thaler Asset Management’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 |
-1,528
| Closed | -$128K | – | 705 |
|
|
2016
Q4 | $128K | Buy |
+1,528
| New | +$128K | ﹤0.01% | 464 |
|
|
2014
Q1 | – | Sell |
-1,058
| Closed | -$60K | – | 680 |
|
|
2013
Q4 | $60K | Sell |
1,058
-587
| -36% | -$33.3K | ﹤0.01% | 604 |
|
|
2013
Q3 | $92K | Sell |
1,645
-1,058
| -39% | -$59.2K | 0.01% | 520 |
|
|
2013
Q2 | $154K | Buy |
+2,703
| New | +$154K | 0.01% | 396 |
|