Private Capital Management (Minnesota)’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 |
-2,468
| Closed | -$207K | – | 186 |
|
|
2016
Q4 | $207K | Hold |
2,468
| – | – | 0.23% | 149 |
|
|
2016
Q3 | $197K | Sell |
2,468
-470
| -16% | -$37.5K | 0.21% | 149 |
|
|
2016
Q2 | $248K | Hold |
2,938
| – | – | 0.25% | 143 |
|
|
2016
Q1 | $227K | Sell |
2,938
-3,055
| -51% | -$236K | 0.21% | 160 |
|
|
2015
Q4 | $409K | Buy |
+5,993
| New | +$409K | 0.38% | 126 |
|