Investment Centers of America’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,887
| Closed | -$446K | – | 108 |
|
|
2017
Q3 | $446K | Sell |
4,887
-1,288
| -21% | -$118K | 0.03% | 364 |
|
|
2017
Q2 | $556K | Hold |
6,175
| – | – | 0.04% | 335 |
|
|
2017
Q1 | $536K | Buy |
6,175
+1,302
| +27% | +$113K | 0.04% | 352 |
|
|
2016
Q4 | $410K | Buy |
4,873
+16
| +0.3% | +$1.35K | 0.04% | 372 |
|
|
2016
Q3 | $387K | Buy |
4,857
+117
| +2% | +$9.32K | 0.04% | 331 |
|
|
2016
Q2 | $400K | Sell |
4,740
-160
| -3% | -$13.5K | 0.04% | 304 |
|
|
2016
Q1 | $379K | Buy |
4,900
+1,764
| +56% | +$136K | 0.04% | 317 |
|
|
2015
Q4 | $214K | Sell |
3,136
-722
| -19% | -$49.3K | 0.03% | 404 |
|
|
2015
Q3 | $264K | Hold |
3,858
| – | – | 0.04% | 337 |
|
|
2015
Q2 | $245K | Sell |
3,858
-587
| -13% | -$37.3K | 0.04% | 346 |
|
|
2015
Q1 | $305K | Buy |
4,445
+1,238
| +39% | +$84.9K | 0.05% | 331 |
|
|
2014
Q4 | $236K | Sell |
3,207
-585
| -15% | -$43.1K | 0.05% | 336 |
|
|
2014
Q3 | $244K | Buy |
+3,792
| New | +$244K | 0.04% | 346 |
|