Laffer Tengler Investments’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 |
-24,613
| Closed | -$1.9M | – | 225 |
|
|
2016
Q1 | $1.9M | Buy |
+24,613
| New | +$1.9M | 0.51% | 77 |
|
|
2015
Q4 | – | Hold |
0
| – | -$1.68B | – | 100 |
|
|
2015
Q3 | – | Sell |
-24,613
| Closed | -$1.56M | – | 87 |
|
|
2015
Q2 | $1.56M | Sell |
24,613
-9,374
| -28% | -$595K | 0.38% | 136 |
|
|
2015
Q1 | $2.33M | Buy |
+33,987
| New | +$2.33M | 0.33% | 107 |
|
|
2014
Q4 | – | Sell |
-33,987
| Closed | -$2.2M | – | 93 |
|
|
2014
Q3 | $2.2M | Hold |
33,987
| – | – | 0.33% | 112 |
|
|
2014
Q2 | $2.25M | Sell |
33,987
-2,583
| -7% | -$171K | 0.35% | 114 |
|
|
2014
Q1 | $2.31M | Hold |
36,570
| – | – | 0.37% | 108 |
|
|
2013
Q4 | $2.07M | Buy |
+36,570
| New | +$2.07M | 0.34% | 131 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 127 |
|