Holistic Financial Partners’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-602
Closed -$53K 124
2018
Q1
$53K Hold
602
0.04% 186
2017
Q4
$56K Buy
+602
New +$56K 0.05% 188