Williams Jones & Associates’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | $374K | Hold |
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|
2018
Q4 | $331K | Hold |
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|
2018
Q3 | $327K | Hold |
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|
2018
Q2 | $311K | Hold |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $338K | Buy |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $317K | Hold |
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|
2017
Q1 | $306K | Hold |
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|
2016
Q4 | $296K | Hold |
|
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|
2016
Q3 | $281K | Hold |
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|
2016
Q2 | $297K | Hold |
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|
2016
Q1 | $272K | Hold |
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|
2015
Q4 | $241K | Hold |
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|
2015
Q3 | $241K | Sell |
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|
2015
Q2 | $299K | Hold |
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|
2015
Q1 | $323K | Hold |
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|
2014
Q4 | $345K | Hold |
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|
2014
Q3 | $304K | Hold |
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|
2014
Q2 | $311K | Sell |
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|
2014
Q1 | $594K | Buy |
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|
2013
Q4 | $266K | Hold |
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|
2013
Q3 | $264K | Hold |
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|
2013
Q2 | $268K | Buy |
|