LBA Wealth Management’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$478K Sell
2016
Q4
$486K Hold
2016
Q3
$462K Sell
2016
Q2
$504K Buy
2016
Q1
$384K Buy
2015
Q4
$328K Buy
2015
Q3
$306K Buy
2015
Q2
$253K Buy
2015
Q1
$267K Buy
2014
Q4
$231K Buy
2014
Q3
$76K Sell
2014
Q2
$88K Buy
2014
Q1
$67K Buy
2013
Q4
$46K Buy