Guardian Capital Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,026
| Closed | -$257K | – | 166 |
|
|
2016
Q2 | $257K | Hold |
3,026
| – | – | 0.05% | 139 |
|
|
2016
Q1 | $225K | Hold |
3,026
| – | – | 0.04% | 145 |
|
|
2015
Q4 | $209K | Hold |
3,026
| – | – | 0.04% | 151 |
|
|
2015
Q3 | $204K | Hold |
3,026
| – | – | 0.04% | 158 |
|
|
2015
Q2 | $203K | Hold |
3,026
| – | – | 0.04% | 165 |
|
|
2015
Q1 | $267K | Hold |
3,026
| – | – | 0.04% | 166 |
|
|
2014
Q4 | $271K | Hold |
3,026
| – | – | 0.04% | 156 |
|
|
2014
Q3 | $223K | Buy |
+3,026
| New | +$223K | 0.04% | 160 |
|
|
2014
Q1 | – | Sell |
-3,613
| Closed | -$208K | – | 178 |
|
|
2013
Q4 | $208K | Sell |
3,613
-705
| -16% | -$40.6K | 0.04% | 167 |
|
|
2013
Q3 | $245K | Buy |
4,318
+88
| +2% | +$4.99K | 0.05% | 152 |
|
|
2013
Q2 | $237K | Buy |
+4,230
| New | +$237K | 0.07% | 133 |
|