GCA
Gideon Capital Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,180
| Closed | -$955K | – | 297 |
|
|
2019
Q3 | $955K | Sell |
7,180
-12,905
| -64% | -$1.72M | 0.31% | 111 |
|
|
2019
Q2 | $2.57M | Buy |
+20,085
| New | +$2.57M | 0.89% | 21 |
|
|
2019
Q1 | – | Sell |
-20,545
| Closed | -$2.27M | – | 411 |
|
|
2018
Q4 | $2.27M | Buy |
+20,545
| New | +$2.27M | 0.92% | 13 |
|
|
2017
Q3 | – | Sell |
-5,377
| Closed | -$569K | – | 300 |
|
|
2017
Q2 | $569K | Buy |
+5,377
| New | +$569K | 0.63% | 27 |
|
|
2016
Q2 | – | Sell |
-3,530
| Closed | -$320K | – | 210 |
|
|
2016
Q1 | $320K | Sell |
3,530
-2,547
| -42% | -$231K | 0.4% | 96 |
|
|
2015
Q4 | $487K | Buy |
+6,077
| New | +$487K | 0.35% | 103 |
|
|
2015
Q1 | – | Sell |
-12,183
| Closed | -$1.05M | – | 247 |
|
|
2014
Q4 | $1.05M | Buy |
+12,183
| New | +$1.05M | 0.5% | 72 |
|
|
2014
Q3 | – | Sell |
-19,621
| Closed | -$1.53M | – | 289 |
|
|
2014
Q2 | $1.53M | Buy |
+19,621
| New | +$1.53M | 0.55% | 61 |
|