HCC
Hirtle Callaghan & Co’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-296
| Closed | -$32K | – | 173 |
|
|
2017
Q3 | $32K | Hold |
296
| – | – | ﹤0.01% | 122 |
|
|
2017
Q2 | $32K | Sell |
296
-72
| -20% | -$7.78K | 0.01% | 95 |
|
|
2017
Q1 | $38K | Hold |
368
| – | – | 0.01% | 97 |
|
|
2016
Q4 | $36K | Sell |
368
-214
| -37% | -$20.9K | 0.01% | 81 |
|
|
2016
Q3 | $55K | Hold |
582
| – | – | 0.01% | 134 |
|
|
2016
Q2 | $58K | Sell |
582
-125
| -18% | -$12.5K | 0.01% | 112 |
|
|
2016
Q1 | $65K | Sell |
707
-168
| -19% | -$15.4K | 0.01% | 126 |
|
|
2015
Q4 | $71K | Sell |
875
-1,700
| -66% | -$138K | 0.02% | 112 |
|
|
2015
Q3 | $209K | Hold |
2,575
| – | – | 0.04% | 72 |
|
|
2015
Q2 | $192K | Buy |
+2,575
| New | +$192K | 0.06% | 84 |
|