Grace Capital’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,919
| Closed | -$458K | – | 91 |
|
|
2017
Q4 | $458K | Buy |
+4,919
| New | +$458K | 0.16% | 73 |
|
|
2015
Q4 | – | Sell |
-40,508
| Closed | -$2.74M | – | 91 |
|
|
2015
Q3 | $2.74M | Hold |
40,508
| – | – | 1.13% | 46 |
|
|
2015
Q2 | $2.74M | Sell |
40,508
-66,582
| -62% | -$4.51M | 1.13% | 46 |
|
|
2015
Q1 | $7.35M | Buy |
107,090
+38,247
| +56% | +$2.63M | 1.65% | 17 |
|
|
2014
Q4 | $5.06M | Buy |
+68,843
| New | +$5.06M | 1.22% | 42 |
|