LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $478K | Sell |
5,499
-294
| -5% | -$25.6K | 0.25% | 68 |
|
|
2016
Q4 | $486K | Hold |
5,793
| – | – | 0.27% | 68 |
|
|
2016
Q3 | $462K | Sell |
5,793
-176
| -3% | -$14K | 0.26% | 68 |
|
|
2016
Q2 | $504K | Buy |
5,969
+993
| +20% | +$83.8K | 0.28% | 62 |
|
|
2016
Q1 | $384K | Buy |
4,976
+176
| +4% | +$13.6K | 0.22% | 75 |
|
|
2015
Q4 | $328K | Buy |
4,800
+323
| +7% | +$22.1K | 0.19% | 91 |
|
|
2015
Q3 | $306K | Buy |
4,477
+500
| +13% | +$34.2K | 0.19% | 87 |
|
|
2015
Q2 | $253K | Buy |
3,977
+88
| +2% | +$5.6K | 0.16% | 92 |
|
|
2015
Q1 | $267K | Buy |
3,889
+746
| +24% | +$51.2K | 0.17% | 92 |
|
|
2014
Q4 | $231K | Buy |
3,143
+1,968
| +167% | +$145K | 0.15% | 94 |
|
|
2014
Q3 | $76K | Sell |
1,175
-147
| -11% | -$9.51K | 0.05% | 151 |
|
|
2014
Q2 | $88K | Buy |
1,322
+264
| +25% | +$17.6K | 0.07% | 144 |
|
|
2014
Q1 | $67K | Buy |
1,058
+235
| +29% | +$14.9K | 0.05% | 149 |
|
|
2013
Q4 | $46K | Buy |
+823
| New | +$46K | 0.04% | 159 |
|