Holistic Financial Partners’s DTE Energy DTE Stock Holding History

Holistic Financial Partners’s Portfolio DTE Stock Details DTE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$290K	Buy
2018 Q2	–	Sell
2018 Q1	$53K	Hold
2017 Q4	$56K	Buy