Goodwin Investment Advisory’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,559
Closed -$183K 121
2022
Q4
$183K Sell
1,559
-242
-13% -$28.4K 0.13% 47
2022
Q3
$207K Buy
+1,801
New +$207K 0.16% 47