Elm Advisors’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-881
Closed -$91K 130
2020
Q4
$91K Buy
+881
New +$91K 0.06% 124
2018
Q4
Sell
-1,293
Closed -$120K 123
2018
Q3
$120K Buy
+1,293
New +$120K 0.08% 109