Joel Isaacson & Co’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-367
| Closed | -$28K | – | 729 |
|
|
2016
Q1 | $28K | Buy |
367
+206
| +128% | +$15.7K | 0.01% | 425 |
|
|
2015
Q4 | $11K | Hold |
161
| – | – | ﹤0.01% | 537 |
|
|
2015
Q3 | $11K | Hold |
161
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $10K | Hold |
161
| – | – | ﹤0.01% | 584 |
|
|
2015
Q1 | $11K | Buy |
+161
| New | +$11K | ﹤0.01% | 557 |
|