Yorktown Management & Research Company’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,585
| Closed | -$230K | – | 360 |
|
|
2018
Q1 | $230K | Hold |
2,585
| – | – | 0.07% | 342 |
|
|
2017
Q4 | $241K | Hold |
2,585
| – | – | 0.07% | 342 |
|
|
2017
Q3 | $236K | Buy |
+2,585
| New | +$236K | 0.06% | 335 |
|
|
2016
Q2 | – | Sell |
-31,138
| Closed | -$2.4M | – | 321 |
|
|
2016
Q1 | $2.4M | Sell |
31,138
-5,875
| -16% | -$453K | 0.47% | 74 |
|
|
2015
Q4 | $2.53M | Buy |
37,013
+7,050
| +24% | +$481K | 0.45% | 63 |
|
|
2015
Q3 | $2.05M | Buy |
+29,963
| New | +$2.05M | 0.34% | 111 |
|