Hoxton Financial’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $240K | Sell |
3,108
-134
| -4% | -$10.3K | 0.12% | 68 |
|
|
2015
Q4 | $221K | Sell |
3,242
-67
| -2% | -$4.57K | 0.11% | 68 |
|
|
2015
Q3 | $226K | Buy |
3,309
+89
| +3% | +$6.08K | 0.11% | 70 |
|
|
2015
Q2 | $205K | Hold |
3,220
| – | – | 0.09% | 81 |
|
|
2015
Q1 | $221K | Buy |
3,220
+609
| +23% | +$41.8K | 0.09% | 73 |
|
|
2014
Q4 | $192K | Sell |
2,611
-14
| -0.5% | -$1.03K | 0.08% | 78 |
|
|
2014
Q3 | $170K | Hold |
2,625
| – | – | 0.07% | 75 |
|
|
2014
Q2 | $174K | Buy |
2,625
+263
| +11% | +$17.4K | 0.07% | 73 |
|
|
2014
Q1 | $149K | Buy |
2,362
+500
| +27% | +$31.5K | 0.06% | 82 |
|
|
2013
Q4 | $105K | Buy |
1,862
+353
| +23% | +$19.9K | 0.05% | 145 |
|
|
2013
Q3 | $85K | Sell |
1,509
-446
| -23% | -$25.1K | 0.08% | 79 |
|
|
2013
Q2 | $112K | Buy |
+1,955
| New | +$112K | 0.06% | 104 |
|