Girard Securities’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,662
| Closed | -$337K | – | 21 |
|
|
2017
Q3 | $337K | Sell |
3,662
-456
| -11% | -$42K | 0.3% | 76 |
|
|
2017
Q2 | $372K | Buy |
4,118
+988
| +32% | +$89.3K | 0.28% | 91 |
|
|
2017
Q1 | $272K | Sell |
3,130
-226
| -7% | -$19.6K | 0.23% | 115 |
|
|
2016
Q4 | $281K | Sell |
3,356
-1,349
| -29% | -$113K | 0.24% | 117 |
|
|
2016
Q3 | $375K | Sell |
4,705
-1,931
| -29% | -$154K | 0.38% | 74 |
|
|
2016
Q2 | $561K | Buy |
6,636
+690
| +12% | +$58.3K | 0.51% | 55 |
|
|
2016
Q1 | $455K | Buy |
+5,946
| New | +$455K | 0.45% | 63 |
|