Murphy 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,898
| Closed | -$206K | – | 233 |
|
2019
Q2 | $206K | Hold |
1,898
| – | – | 0.03% | 232 |
|
2019
Q1 | $201K | Buy |
+1,898
| New | +$201K | 0.03% | 240 |
|
2018
Q3 | – | Sell |
-3,249
| Closed | -$286K | – | 275 |
|
2018
Q2 | $286K | Hold |
3,249
| – | – | 0.04% | 226 |
|
2018
Q1 | $288K | Sell |
3,249
-28
| -0.9% | -$2.48K | 0.04% | 221 |
|
2017
Q4 | $305K | Sell |
3,277
-148
| -4% | -$13.8K | 0.04% | 215 |
|
2017
Q3 | $313K | Buy |
3,425
+235
| +7% | +$21.5K | 0.04% | 215 |
|
2017
Q2 | $287K | Sell |
3,190
-176
| -5% | -$15.8K | 0.04% | 224 |
|
2017
Q1 | $292K | Hold |
3,366
| – | – | 0.04% | 228 |
|
2016
Q4 | $282K | Buy |
+3,366
| New | +$282K | 0.04% | 236 |
|