Piedmont Investment Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,305
| Closed | -$348K | – | 197 |
|
|
2020
Q1 | $348K | Buy |
4,305
+60
| +1% | +$4.85K | 0.01% | 544 |
|
|
2019
Q4 | $469K | Buy |
4,245
+888
| +26% | +$98.1K | 0.02% | 543 |
|
|
2019
Q3 | $380K | Buy |
3,357
+155
| +5% | +$17.5K | 0.01% | 642 |
|
|
2019
Q2 | $348K | Sell |
3,202
-244
| -7% | -$26.5K | 0.01% | 706 |
|
|
2019
Q1 | $366K | Buy |
3,446
+269
| +8% | +$28.6K | 0.01% | 699 |
|
|
2018
Q4 | $298K | Sell |
3,177
-93,394
| -97% | -$8.76M | 0.01% | 728 |
|
|
2018
Q3 | $8.97M | Buy |
96,571
+94,073
| +3,766% | +$8.74M | 0.38% | 64 |
|
|
2018
Q2 | $220K | Buy |
+2,498
| New | +$220K | 0.01% | 784 |
|
|
2017
Q2 | – | Sell |
-24,433
| Closed | -$2.12M | – | 767 |
|
|
2017
Q1 | $2.12M | Sell |
24,433
-40,446
| -62% | -$3.51M | 0.04% | 247 |
|
|
2016
Q4 | $5.44M | Buy |
64,879
+2,637
| +4% | +$221K | 0.11% | 198 |
|
|
2016
Q3 | $4.96M | Buy |
62,242
+62,235
| +889,071% | +$4.96M | 0.11% | 202 |
|
|
2016
Q2 | $594 | Buy |
+7
| New | +$594 | ﹤0.01% | 415 |
|
|
2013
Q4 | – | Sell |
-25,271
| Closed | -$1.42M | – | 349 |
|
|
2013
Q3 | $1.42M | Sell |
25,271
-33,346
| -57% | -$1.87M | 0.07% | 116 |
|
|
2013
Q2 | $3.34M | Buy |
+58,617
| New | +$3.34M | 0.15% | 81 |
|