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