BKS Advisors’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$321K Hold
2018
Q4
$284K Hold
2018
Q3
$280K Sell
2018
Q2
$441K Buy
2018
Q1
$373K Hold
2017
Q4
$391K Sell
2017
Q3
$403K Hold
2017
Q2
$397K Hold
2017
Q1
$383K Hold
2016
Q4
$370K Hold
2016
Q3
$351K Hold
2016
Q2
$372K Hold
2016
Q1
$340K Hold
2015
Q4
$301K Hold
2015
Q3
$302K Buy
2015
Q2
$246K Hold
2015
Q1
$266K Buy