Shelter Harbor 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
Q1 | – | Sell |
-58,750
| Closed | -$6.49M | – | 7 |
|
|
2019
Q4 | $6.49M | Buy |
+58,750
| New | +$6.49M | 3.38% | 12 |
|
|
2018
Q4 | – | Sell |
-29,375
| Closed | -$2.73M | – | 26 |
|
|
2018
Q3 | $2.73M | Buy |
+29,375
| New | +$2.73M | 2.17% | 17 |
|
|
2018
Q1 | – | Sell |
-29,375
| Closed | -$2.74M | – | 24 |
|
|
2017
Q4 | $2.74M | Buy |
+29,375
| New | +$2.74M | 3.24% | 13 |
|