Endurance Wealth Management’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$154K	Hold	1,400	–	–	0.02%	223
2023 Q1	$153K	Hold	1,400	–	–	0.02%	222
2022 Q4	$165K	Hold	1,400	–	–	0.02%	207
2022 Q3	$161K	Hold	1,400	–	–	0.03%	204
2022 Q2	$177K	Hold	1,400	–	–	0.03%	203
2022 Q1	$185K	Hold	1,400	–	–	0.02%	215
2021 Q4	$167K	Hold	1,400	–	–	0.02%	235
2021 Q3	$156K	Sell	1,400 -245	-15%	-$27.3K	0.02%	237
2021 Q2	$181K	Hold	1,645	–	–	0.02%	221
2021 Q1	$186K	Hold	1,645	–	–	0.02%	220
2020 Q4	$170K	Hold	1,645	–	–	0.02%	213
2020 Q3	$161K	Hold	1,645	–	–	0.02%	203
2020 Q2	$151K	Hold	1,645	–	–	0.02%	202
2020 Q1	$133K	Hold	1,645	–	–	0.03%	195
2019 Q4	$182K	Hold	1,645	–	–	0.03%	185
2019 Q3	$186K	Hold	1,645	–	–	0.03%	179
2019 Q2	$179K	Hold	1,645	–	–	0.03%	184
2019 Q1	$175K	Hold	1,645	–	–	0.03%	178
2018 Q4	$154K	Sell	1,645 -118	-7%	-$11K	0.03%	180
2018 Q3	$164K	Hold	1,763	–	–	0.03%	184
2018 Q2	$155K	Sell	1,763 -240	-12%	-$21.1K	0.03%	190
2018 Q1	$178K	Hold	2,003	–	–	0.03%	184
2017 Q4	$187K	Hold	2,003	–	–	0.03%	174
2017 Q3	$183K	Hold	2,003	–	–	0.03%	178
2017 Q2	$180K	Hold	2,003	–	–	0.03%	175
2017 Q1	$174K	Hold	2,003	–	–	0.03%	179
2016 Q4	$168K	Hold	2,003	–	–	0.03%	182
2016 Q3	$157K	Hold	2,003	–	–	0.03%	185
2016 Q2	$169K	Hold	2,003	–	–	0.03%	171
2016 Q1	$155	Hold	2,003	–	–	0.02%	179
2015 Q4	$137K	Hold	2,003	–	–	0.03%	191
2015 Q3	$139K	Hold	2,003	–	–	0.02%	197
2015 Q2	$127K	Buy	+2,003	New	+$127K	0.02%	198