SGCIA
Smith Graham & Co Investment Advisors’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-23,074
| Closed | -$1.8M | – | 138 |
|
|
2014
Q2 | $1.8M | Sell |
23,074
-260
| -1% | -$20.2K | 0.25% | 135 |
|
|
2014
Q1 | $1.73M | Sell |
23,334
-360
| -2% | -$26.7K | 0.25% | 132 |
|
|
2013
Q4 | $1.57M | Sell |
23,694
-8,650
| -27% | -$574K | 0.22% | 132 |
|
|
2013
Q3 | $2.13M | Sell |
32,344
-380
| -1% | -$25.1K | 0.31% | 132 |
|
|
2013
Q2 | $2.19M | Buy |
+32,724
| New | +$2.19M | 0.34% | 126 |
|