SII Investments’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,713
| Closed | -$614K | – | 444 |
|
|
2017
Q3 | $614K | Buy |
6,713
+697
| +12% | +$63.8K | 0.04% | 307 |
|
|
2017
Q2 | $542K | Buy |
6,016
+1,966
| +49% | +$177K | 0.03% | 319 |
|
|
2017
Q1 | $353K | Sell |
4,050
-2,152
| -35% | -$188K | 0.02% | 423 |
|
|
2016
Q4 | $519K | Buy |
6,202
+354
| +6% | +$29.6K | 0.04% | 304 |
|
|
2016
Q3 | $467K | Sell |
5,848
-143
| -2% | -$11.4K | 0.04% | 325 |
|
|
2016
Q2 | $504K | Sell |
5,991
-379
| -6% | -$31.9K | 0.04% | 311 |
|
|
2016
Q1 | $491K | Buy |
6,370
+3,015
| +90% | +$232K | 0.05% | 306 |
|
|
2015
Q4 | $228K | Sell |
3,355
-821
| -20% | -$55.8K | 0.03% | 398 |
|
|
2015
Q3 | $285K | Buy |
4,176
+353
| +9% | +$24.1K | 0.03% | 415 |
|
|
2015
Q2 | $242K | Buy |
3,823
+507
| +15% | +$32.1K | 0.03% | 443 |
|
|
2015
Q1 | $226K | Buy |
+3,316
| New | +$226K | 0.03% | 467 |
|