Girard Partners’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,144
| Closed | -$233K | – | 218 |
|
|
2019
Q2 | $233K | Hold |
2,144
| – | – | 0.04% | 223 |
|
|
2019
Q1 | $227K | Hold |
2,144
| – | – | 0.04% | 227 |
|
|
2018
Q4 | $201K | Sell |
2,144
-588
| -22% | -$55.1K | 0.04% | 230 |
|
|
2018
Q3 | $253K | Hold |
2,732
| – | – | 0.04% | 220 |
|
|
2018
Q2 | $241K | Hold |
2,732
| – | – | 0.05% | 230 |
|
|
2018
Q1 | $243K | Sell |
2,732
-652
| -19% | -$58K | 0.06% | 208 |
|
|
2017
Q4 | $315K | Buy |
+3,384
| New | +$315K | 0.06% | 214 |
|