Kanaly Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $112K | Hold |
1,342
| – | – | 0.02% | 193 |
|
|
2016
Q3 | $107K | Sell |
1,342
-1
| -0.1% | -$80 | 0.02% | 195 |
|
|
2016
Q2 | $113K | Sell |
1,343
-1
| -0.1% | -$84 | 0.02% | 196 |
|
|
2016
Q1 | $104K | Sell |
1,344
-25
| -2% | -$1.94K | 0.02% | 202 |
|
|
2015
Q4 | $93K | Sell |
1,369
-277
| -17% | -$18.8K | 0.02% | 216 |
|
|
2015
Q3 | $113K | Hold |
1,646
| – | – | 0.02% | 190 |
|
|
2015
Q2 | $105K | Buy |
1,646
+471
| +40% | +$30K | 0.02% | 209 |
|
|
2015
Q1 | $81K | Hold |
1,175
| – | – | 0.02% | 230 |
|
|
2014
Q4 | $86K | Hold |
1,175
| – | – | 0.02% | 235 |
|
|
2014
Q3 | $76K | Hold |
1,175
| – | – | 0.01% | 258 |
|
|
2014
Q2 | $78K | Hold |
1,175
| – | – | 0.01% | 264 |
|
|
2014
Q1 | $74K | Hold |
1,175
| – | – | 0.01% | 266 |
|
|
2013
Q4 | $66K | Buy |
+1,175
| New | +$66K | 0.01% | 279 |
|