Zurich Insurance Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,868
| Closed | -$1.34M | – | 305 |
|
|
2019
Q3 | $1.34M | Hold |
11,868
| – | – | 0.03% | 424 |
|
|
2019
Q2 | $1.29M | Hold |
11,868
| – | – | 0.03% | 344 |
|
|
2019
Q1 | $1.26M | Hold |
11,868
| – | – | 0.03% | 308 |
|
|
2018
Q4 | $1.11M | Hold |
11,868
| – | – | 0.03% | 293 |
|
|
2018
Q3 | $1.1M | Hold |
11,868
| – | – | 0.02% | 358 |
|
|
2018
Q2 | $1.05M | Sell |
11,868
-55,215
| -82% | -$4.87M | 0.02% | 385 |
|
|
2018
Q1 | $5.96M | Buy |
67,083
+15,791
| +31% | +$1.4M | 0.14% | 206 |
|
|
2017
Q4 | $4.78M | Sell |
51,292
-1,555
| -3% | -$145K | 0.11% | 220 |
|
|
2017
Q3 | $4.83M | Buy |
52,847
+11,093
| +27% | +$1.01M | 0.13% | 188 |
|
|
2017
Q2 | $3.76M | Sell |
41,754
-13,839
| -25% | -$1.25M | 0.11% | 239 |
|
|
2017
Q1 | $4.83M | Sell |
55,593
-8,949
| -14% | -$778K | 0.14% | 182 |
|
|
2016
Q4 | $5.41M | Buy |
+64,542
| New | +$5.41M | 0.17% | 148 |
|