Concorde Asset Management’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-4,301	Closed	-$468K	–	159
2019 Q2	$468K	Hold	4,301	–	–	0.27%	115
2019 Q1	$456K	Buy	4,301 +1,300	+43%	+$138K	0.29%	110
2018 Q4	$282K	Buy	+3,001	New	+$282K	0.24%	134