Rampart Investment Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-4,555
| Closed | -$417K | – | 436 |
|
2020
Q2 | $417K | Buy |
4,555
+2,697
| +145% | +$247K | 0.07% | 284 |
|
2020
Q1 | $150K | Sell |
1,858
-11,870
| -86% | -$958K | 0.07% | 247 |
|
2019
Q4 | $1.52M | Sell |
13,728
-1,924
| -12% | -$213K | 0.18% | 156 |
|
2019
Q3 | $1.77M | Sell |
15,652
-2,207
| -12% | -$250K | 0.22% | 138 |
|
2019
Q2 | $1.94M | Sell |
17,859
-802
| -4% | -$87.3K | 0.23% | 134 |
|
2019
Q1 | $1.98M | Buy |
18,661
+2,317
| +14% | +$246K | 0.23% | 137 |
|
2018
Q4 | $1.53M | Buy |
16,344
+10,260
| +169% | +$963K | 0.43% | 62 |
|
2018
Q3 | $220K | Buy |
6,084
+3,921
| +181% | +$142K | 0.1% | 228 |
|
2018
Q2 | $191K | Sell |
2,163
-92
| -4% | -$8.12K | 0.02% | 453 |
|
2018
Q1 | $200K | Sell |
2,255
-311
| -12% | -$27.6K | 0.02% | 452 |
|
2017
Q4 | $239K | Sell |
2,566
-327
| -11% | -$30.5K | 0.09% | 245 |
|
2017
Q3 | $264K | Buy |
2,893
+173
| +6% | +$15.8K | 0.09% | 247 |
|
2017
Q2 | $245K | Buy |
2,720
+2,141
| +370% | +$193K | 0.09% | 252 |
|
2017
Q1 | $50K | Buy |
+579
| New | +$50K | 0.02% | 266 |
|