Liberty Capital Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-563
| Closed | -$50K | – | 133 |
|
|
2017
Q4 | $50K | Hold |
563
| – | – | 0.03% | 176 |
|
|
2017
Q3 | $54K | Hold |
563
| – | – | 0.03% | 179 |
|
|
2017
Q2 | $50K | Buy |
563
+118
| +27% | +$10.5K | 0.03% | 170 |
|
|
2017
Q1 | $39K | Hold |
445
| – | – | 0.02% | 170 |
|
|
2016
Q4 | $37K | Sell |
445
-235
| -35% | -$19.5K | 0.02% | 168 |
|
|
2016
Q3 | $53K | Buy |
+680
| New | +$53K | 0.03% | 146 |
|