Virtus Investment Advisers’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 |
-12,655
| Closed | -$1.16M | – | 511 |
|
2017
Q3 | $1.16M | Sell |
12,655
-1,978
| -14% | -$181K | 0.12% | 203 |
|
2017
Q2 | $1.32M | Buy |
14,633
+9,128
| +166% | +$822K | 0.13% | 196 |
|
2017
Q1 | $478K | Sell |
5,505
-10,894
| -66% | -$946K | 0.04% | 335 |
|
2016
Q4 | $1.38M | Sell |
16,399
-23,470
| -59% | -$1.97M | 0.11% | 232 |
|
2016
Q3 | $3.18M | Buy |
+39,869
| New | +$3.18M | 0.2% | 163 |
|