Ruggie Capital Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-397
| Closed | -$35K | – | 256 |
|
|
2018
Q2 | $35K | Hold |
397
| – | – | 0.02% | 202 |
|
|
2018
Q1 | $35K | Hold |
397
| – | – | 0.02% | 166 |
|
|
2017
Q4 | $37K | Hold |
397
| – | – | 0.02% | 156 |
|
|
2017
Q3 | $36K | Hold |
397
| – | – | 0.02% | 143 |
|
|
2017
Q2 | $36K | Hold |
397
| – | – | 0.02% | 149 |
|
|
2017
Q1 | $35K | Buy |
+397
| New | +$35K | 0.03% | 126 |
|
|
2015
Q2 | – | Sell |
-76
| Closed | -$5K | – | 362 |
|
|
2015
Q1 | $5K | Buy |
+76
| New | +$5K | 0.01% | 179 |
|