Bartlett & Co’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-458	Closed	-$51K	–	959
2021 Q2	$51K	Hold	458	–	–	﹤0.01%	504
2021 Q1	$52K	Hold	458	–	–	﹤0.01%	530
2020 Q4	$47K	Buy	458 +405	+764%	+$41.6K	﹤0.01%	532
2020 Q3	$5K	Hold	53	–	–	﹤0.01%	732
2020 Q2	$5K	Hold	53	–	–	﹤0.01%	733
2020 Q1	$4K	Buy	+53	New	+$4K	﹤0.01%	734
2019 Q3	$14K	Hold	122	–	–	﹤0.01%	697
2019 Q2	$13K	Hold	122	–	–	﹤0.01%	568
2019 Q1	$13K	Hold	122	–	–	﹤0.01%	555
2018 Q4	$11K	Sell	122 -1,792	-94%	-$162K	﹤0.01%	573
2018 Q3	$178K	Hold	1,914	–	–	0.01%	267
2018 Q2	$169K	Hold	1,914	–	–	0.01%	266
2018 Q1	$170K	Hold	1,914	–	–	0.01%	263
2017 Q4	$178K	Hold	1,914	–	–	0.01%	263
2017 Q3	$175K	Hold	1,914	–	–	0.01%	263
2017 Q2	$172K	Hold	1,914	–	–	0.01%	266
2017 Q1	$166K	Hold	1,914	–	–	0.01%	267
2016 Q4	$160K	Hold	1,914	–	–	0.01%	266
2016 Q3	$153K	Hold	1,914	–	–	0.01%	268
2016 Q2	$161K	Hold	1,914	–	–	0.01%	269
2016 Q1	$148K	Sell	1,914 -59	-3%	-$4.56K	0.01%	276
2015 Q4	$135K	Hold	1,973	–	–	0.01%	290
2015 Q3	$135K	Hold	1,973	–	–	0.01%	282
2015 Q2	$125K	Buy	1,973 +59	+3%	+$3.74K	0.01%	298
2015 Q1	$131K	Hold	1,914	–	–	0.01%	297
2014 Q4	$141K	Hold	1,914	–	–	0.01%	290
2014 Q3	$124K	Hold	1,914	–	–	0.01%	292
2014 Q2	$127K	Hold	1,914	–	–	0.01%	293
2014 Q1	$121K	Hold	1,914	–	–	0.01%	287
2013 Q4	$108K	Sell	1,914 -2,498	-57%	-$141K	0.01%	294
2013 Q3	$248K	Buy	4,412 +54	+1%	+$3.04K	0.01%	235
2013 Q2	$249K	Buy	+4,358	New	+$249K	0.01%	233