Security National Trust’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19
| Closed | -$2K | – | 417 |
|
|
2017
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 411 |
|
|
2016
Q4 | – | Sell |
-9
| Closed | -$1K | – | 435 |
|
|
2016
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 446 |
|
|
2016
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 446 |
|
|
2016
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 448 |
|
|
2015
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 468 |
|
|
2014
Q3 | – | Sell |
-2,819
| Closed | -$187K | – | 525 |
|
|
2014
Q2 | $187K | Sell |
2,819
-493
| -15% | -$32.7K | 0.07% | 177 |
|
|
2014
Q1 | $209K | Sell |
3,312
-235
| -7% | -$14.8K | 0.08% | 168 |
|
|
2013
Q4 | $200K | Sell |
3,547
-1,070
| -23% | -$60.3K | 0.08% | 167 |
|
|
2013
Q3 | $259K | Sell |
4,617
-340
| -7% | -$19.1K | 0.12% | 140 |
|
|
2013
Q2 | $283K | Buy |
+4,957
| New | +$283K | 0.14% | 123 |
|