Linscomb Wealth’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,584
| Closed | -$217K | – | 250 |
|
|
2016
Q4 | $217K | Sell |
2,584
-2
| -0.1% | -$168 | 0.02% | 244 |
|
|
2016
Q3 | $206K | Hold |
2,586
| – | – | 0.02% | 239 |
|
|
2016
Q2 | $218K | Sell |
2,586
-2,543
| -50% | -$214K | 0.02% | 229 |
|
|
2016
Q1 | $396K | Sell |
5,129
-29
| -0.6% | -$2.24K | 0.04% | 182 |
|
|
2015
Q4 | $352K | Sell |
5,158
-212
| -4% | -$14.5K | 0.04% | 189 |
|
|
2015
Q3 | $367K | Buy |
5,370
+94
| +2% | +$6.42K | 0.04% | 190 |
|
|
2015
Q2 | $335K | Sell |
5,276
-144
| -3% | -$9.14K | 0.04% | 206 |
|
|
2015
Q1 | $372K | Sell |
5,420
-28
| -0.5% | -$1.92K | 0.04% | 196 |
|
|
2014
Q4 | $400K | Hold |
5,448
| – | – | 0.04% | 188 |
|
|
2014
Q3 | $353K | Hold |
5,448
| – | – | 0.04% | 201 |
|
|
2014
Q2 | $361K | Buy |
5,448
+243
| +5% | +$16.1K | 0.04% | 194 |
|
|
2014
Q1 | $329K | Buy |
5,205
+117
| +2% | +$7.4K | 0.04% | 196 |
|
|
2013
Q4 | $287K | Hold |
5,088
| – | – | 0.04% | 190 |
|
|
2013
Q3 | $286K | Hold |
5,088
| – | – | 0.04% | 188 |
|
|
2013
Q2 | $290K | Buy |
+5,088
| New | +$290K | 0.04% | 187 |
|