Hotaling Investment Management’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.65M Buy
14,049
+3,517
+33% +$413K 0.75% 43
2022
Q3
$1.21M Sell
10,532
-21
-0.2% -$2.42K 0.58% 59
2022
Q2
$1.34M Buy
10,553
+350
+3% +$44.4K 0.58% 56
2022
Q1
$1.35M Buy
10,203
+125
+1% +$16.5K 0.52% 62
2021
Q4
$1.21M Buy
+10,078
New +$1.21M 0.42% 67