Horan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-29
| Closed | -$3K | – | 118 |
|
|
2019
Q1 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 241 |
|
|
2017
Q4 | – | Sell |
-588
| Closed | -$54K | – | 130 |
|
|
2017
Q3 | $54K | Buy |
+588
| New | +$54K | 0.03% | 142 |
|
|
2014
Q2 | – | Sell |
-3,525
| Closed | -$223K | – | 69 |
|
|
2014
Q1 | $223K | Buy |
+3,525
| New | +$223K | 0.21% | 66 |
|
|
2013
Q3 | – | Sell |
-3,525
| Closed | -$201K | – | 65 |
|
|
2013
Q2 | $201K | Buy |
+3,525
| New | +$201K | 0.31% | 50 |
|