BKS Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $321K | Hold |
3,023
| – | – | 0.13% | 148 |
|
|
2018
Q4 | $284K | Hold |
3,023
| – | – | 0.13% | 153 |
|
|
2018
Q3 | $280K | Sell |
3,023
-1,974
| -40% | -$183K | 0.1% | 169 |
|
|
2018
Q2 | $441K | Buy |
4,997
+798
| +19% | +$70.4K | 0.16% | 143 |
|
|
2018
Q1 | $373K | Hold |
4,199
| – | – | 0.14% | 145 |
|
|
2017
Q4 | $391K | Sell |
4,199
-210
| -5% | -$19.6K | 0.14% | 138 |
|
|
2017
Q3 | $403K | Hold |
4,409
| – | – | 0.16% | 132 |
|
|
2017
Q2 | $397K | Hold |
4,409
| – | – | 0.16% | 133 |
|
|
2017
Q1 | $383K | Hold |
4,409
| – | – | 0.17% | 131 |
|
|
2016
Q4 | $370K | Hold |
4,409
| – | – | 0.17% | 125 |
|
|
2016
Q3 | $351K | Hold |
4,409
| – | – | 0.16% | 117 |
|
|
2016
Q2 | $372K | Hold |
4,409
| – | – | 0.19% | 114 |
|
|
2016
Q1 | $340K | Hold |
4,409
| – | – | 0.18% | 114 |
|
|
2015
Q4 | $301K | Hold |
4,409
| – | – | 0.15% | 108 |
|
|
2015
Q3 | $302K | Buy |
4,409
+529
| +14% | +$36.2K | 0.17% | 100 |
|
|
2015
Q2 | $246K | Hold |
3,880
| – | – | 0.12% | 124 |
|
|
2015
Q1 | $266K | Buy |
+3,880
| New | +$266K | 0.13% | 113 |
|