Blue Bell Private Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-443
| Closed | -$36K | – | 301 |
|
2016
Q3 | $36K | Hold |
443
| – | – | 0.02% | 236 |
|
2016
Q2 | $38K | Hold |
443
| – | – | 0.02% | 235 |
|
2016
Q1 | $34K | Hold |
443
| – | – | 0.02% | 249 |
|
2015
Q4 | $30K | Hold |
443
| – | – | 0.02% | 266 |
|
2015
Q3 | $30K | Hold |
443
| – | – | 0.02% | 269 |
|
2015
Q2 | $28K | Hold |
443
| – | – | 0.02% | 279 |
|
2015
Q1 | $30K | Hold |
443
| – | – | 0.02% | 267 |
|
2014
Q4 | $32K | Hold |
443
| – | – | 0.02% | 271 |
|
2014
Q3 | $29K | Hold |
443
| – | – | 0.02% | 297 |
|
2014
Q2 | $29K | Hold |
443
| – | – | 0.02% | 283 |
|
2014
Q1 | $28K | Hold |
443
| – | – | 0.02% | 255 |
|
2013
Q4 | $25K | Buy |
+443
| New | +$25K | 0.02% | 278 |
|