Park Avenue Institutional Advisers’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-1,329
| Closed | -$112K | – | 123 |
|
2016
Q2 | $112K | Hold |
1,329
| – | – | 0.1% | 249 |
|
2016
Q1 | $103K | Sell |
1,329
-47
| -3% | -$3.64K | 0.09% | 262 |
|
2015
Q4 | $94K | Sell |
1,376
-29
| -2% | -$1.98K | 0.08% | 281 |
|
2015
Q3 | $96K | Hold |
1,405
| – | – | 0.09% | 276 |
|
2015
Q2 | $89K | Buy |
+1,405
| New | +$89K | 0.07% | 312 |
|