Greystone Financial Group’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,927	Closed	-$886K	–	86
2021 Q3	$886K	Sell	7,927 -1,413	-15%	-$158K	0.26%	65
2021 Q2	$1.03M	Buy	9,340 +1,143	+14%	+$126K	0.26%	70
2021 Q1	$992K	Buy	8,197 +362	+5%	+$43.8K	0.25%	66
2020 Q4	$807K	Buy	+7,835	New	+$807K	0.22%	63