CFA
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CWS Financial Advisors’s DTE Energy DTE Stock Holding History

CWS Financial Advisors’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-631
Closed -$62.6K – 152
2023
Q3 		$62.6K Buy
+631
New +$62.6K 0.03% 172