Index Management Solutions’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $50K | Hold |
734
| – | – | 0.05% | 179 |
|
|
2015
Q2 | $47K | Buy |
734
+332
| +83% | +$21.3K | 0.04% | 257 |
|
|
2015
Q1 | $28K | Sell |
402
-176
| -30% | -$12.3K | 0.02% | 273 |
|
|
2014
Q4 | $42K | Sell |
578
-3,283
| -85% | -$239K | 0.01% | 414 |
|
|
2014
Q3 | $250K | Sell |
3,861
-395
| -9% | -$25.6K | 0.03% | 543 |
|
|
2014
Q2 | $282K | Buy |
4,256
+2,201
| +107% | +$146K | 0.03% | 462 |
|
|
2014
Q1 | $130K | Buy |
2,055
+483
| +31% | +$30.6K | 0.02% | 364 |
|
|
2013
Q4 | $89K | Buy |
1,572
+157
| +11% | +$8.89K | 0.02% | 231 |
|
|
2013
Q3 | $79K | Buy |
+1,415
| New | +$79K | 0.02% | 260 |
|