KCM Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,000
| Closed | -$219K | – | 385 |
|
|
2023
Q1 | $219K | Buy |
+2,000
| New | +$219K | 0.01% | 384 |
|
|
2020
Q3 | – | Sell |
-2,350
| Closed | -$215K | – | 325 |
|
|
2020
Q2 | $215K | Buy |
+2,350
| New | +$215K | 0.01% | 319 |
|
|
2017
Q3 | – | Sell |
-2,640
| Closed | -$238K | – | 523 |
|
|
2017
Q2 | $238K | Hold |
2,640
| – | – | 0.01% | 488 |
|
|
2017
Q1 | $229K | Hold |
2,640
| – | – | 0.01% | 491 |
|
|
2016
Q4 | $221K | Hold |
2,640
| – | – | 0.01% | 496 |
|
|
2016
Q3 | $210K | Buy |
2,640
+235
| +10% | +$18.7K | 0.01% | 510 |
|
|
2016
Q2 | $203K | Buy |
+2,405
| New | +$203K | 0.01% | 502 |
|
|
2016
Q1 | – | Sell |
-3,580
| Closed | -$244K | – | 520 |
|
|
2015
Q4 | $244K | Hold |
3,580
| – | – | 0.02% | 459 |
|
|
2015
Q3 | $245K | Hold |
3,580
| – | – | 0.02% | 458 |
|
|
2015
Q2 | $227K | Hold |
3,580
| – | – | 0.02% | 486 |
|
|
2015
Q1 | $246K | Sell |
3,580
-3,525
| -50% | -$242K | 0.02% | 470 |
|
|
2014
Q4 | $522K | Buy |
7,105
+3,525
| +98% | +$259K | 0.04% | 334 |
|
|
2014
Q3 | $232K | Buy |
+3,580
| New | +$232K | 0.02% | 456 |
|