Marshwinds Advisory’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.16M | Sell |
12,367
-1,028
| -8% | -$96.5K | 0.62% | 56 |
|
|
2018
Q3 | $1.24M | Sell |
13,395
-88
| -0.7% | -$8.17K | 0.57% | 60 |
|
|
2018
Q2 | $1.19M | Sell |
13,483
-265
| -2% | -$23.4K | 0.56% | 59 |
|
|
2018
Q1 | $1.22M | Hold |
13,748
| – | – | 0.58% | 60 |
|
|
2017
Q4 | $1.28M | Sell |
13,748
-763
| -5% | -$71.1K | 0.59% | 60 |
|
|
2017
Q3 | $1.33M | Sell |
14,511
-323
| -2% | -$29.5K | 0.62% | 58 |
|
|
2017
Q2 | $1.34M | Sell |
14,834
-235
| -2% | -$21.2K | 0.63% | 58 |
|
|
2017
Q1 | $1.31M | Sell |
15,069
-882
| -6% | -$76.7K | 0.61% | 60 |
|
|
2016
Q4 | $1.34M | Hold |
15,951
| – | – | 0.64% | 52 |
|
|
2016
Q3 | $1.27M | Sell |
15,951
-38
| -0.2% | -$3.03K | 0.62% | 55 |
|
|
2016
Q2 | $1.35M | Sell |
15,989
-529
| -3% | -$44.6K | 0.66% | 51 |
|
|
2016
Q1 | $1.27M | Sell |
16,518
-2,585
| -14% | -$199K | 0.65% | 52 |
|
|
2015
Q4 | $1.3M | Sell |
19,103
-147
| -0.8% | -$10K | 0.68% | 50 |
|
|
2015
Q3 | $1.32M | Sell |
19,250
-118
| -0.6% | -$8.07K | 0.71% | 46 |
|
|
2015
Q2 | $1.23M | Sell |
19,368
-1,204
| -6% | -$76.5K | 0.62% | 54 |
|
|
2015
Q1 | $1.41M | Sell |
20,572
-1,880
| -8% | -$129K | 0.67% | 50 |
|
|
2014
Q4 | $1.65M | Sell |
22,452
-176
| -0.8% | -$12.9K | 0.78% | 45 |
|
|
2014
Q3 | $1.47M | Sell |
22,628
-470
| -2% | -$30.4K | 0.73% | 47 |
|
|
2014
Q2 | $1.53M | Hold |
23,098
| – | – | 0.74% | 43 |
|
|
2014
Q1 | $1.46M | Hold |
23,098
| – | – | 0.74% | 41 |
|
|
2013
Q4 | $1.31M | Sell |
23,098
-823
| -3% | -$46.5K | 0.69% | 50 |
|
|
2013
Q3 | $1.34M | Buy |
23,921
+177
| +0.7% | +$9.94K | 0.77% | 41 |
|
|
2013
Q2 | $1.35M | Buy |
+23,744
| New | +$1.35M | 0.8% | 40 |
|