Grimes & Company’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,452
| Closed | -$230K | – | 242 |
|
|
2018
Q4 | $230K | Buy |
2,452
+9
| +0.4% | +$844 | 0.02% | 207 |
|
|
2018
Q3 | $227K | Buy |
+2,443
| New | +$227K | 0.02% | 219 |
|
|
2018
Q2 | – | Sell |
-2,428
| Closed | -$216K | – | 238 |
|
|
2018
Q1 | $216K | Sell |
2,428
-58
| -2% | -$5.16K | 0.02% | 216 |
|
|
2017
Q4 | $232K | Buy |
2,486
+34
| +1% | +$3.17K | 0.02% | 195 |
|
|
2017
Q3 | $224K | Buy |
+2,452
| New | +$224K | 0.02% | 188 |
|