Ledyard National Bank’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-323
| Closed | -$30K | – | 360 |
|
2018
Q4 | $30K | Hold |
323
| – | – | ﹤0.01% | 468 |
|
2018
Q3 | $30K | Hold |
323
| – | – | ﹤0.01% | 478 |
|
2018
Q2 | $28K | Hold |
323
| – | – | ﹤0.01% | 485 |
|
2018
Q1 | $28K | Hold |
323
| – | – | ﹤0.01% | 503 |
|
2017
Q4 | $30K | Hold |
323
| – | – | ﹤0.01% | 514 |
|
2017
Q3 | $30K | Hold |
323
| – | – | ﹤0.01% | 497 |
|
2017
Q2 | $29K | Hold |
323
| – | – | ﹤0.01% | 464 |
|
2017
Q1 | $28K | Hold |
323
| – | – | ﹤0.01% | 473 |
|
2016
Q4 | $27K | Hold |
323
| – | – | ﹤0.01% | 363 |
|
2016
Q3 | $26K | Hold |
323
| – | – | ﹤0.01% | 375 |
|
2016
Q2 | $28K | Hold |
323
| – | – | 0.01% | 349 |
|
2016
Q1 | $25K | Hold |
323
| – | – | ﹤0.01% | 402 |
|
2015
Q4 | $22K | Hold |
323
| – | – | ﹤0.01% | 415 |
|
2015
Q3 | $22K | Hold |
323
| – | – | ﹤0.01% | 396 |
|
2015
Q2 | $20K | Hold |
323
| – | – | ﹤0.01% | 420 |
|
2015
Q1 | $22K | Hold |
323
| – | – | ﹤0.01% | 393 |
|
2014
Q4 | $24K | Hold |
323
| – | – | ﹤0.01% | 389 |
|
2014
Q3 | $20K | Buy |
323
+162
| +101% | +$10K | ﹤0.01% | 374 |
|
2014
Q2 | $11K | Hold |
161
| – | – | ﹤0.01% | 469 |
|
2014
Q1 | $10K | Hold |
161
| – | – | ﹤0.01% | 464 |
|
2013
Q4 | $9K | Hold |
161
| – | – | ﹤0.01% | 486 |
|
2013
Q3 | $9K | Hold |
161
| – | – | ﹤0.01% | 356 |
|
2013
Q2 | $9K | Buy |
+161
| New | +$9K | ﹤0.01% | 355 |
|