Independent Solutions Wealth Management’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	-1,943	Closed	-$228K	–	216
2022 Q4	$228K	Buy	1,943 +1	+0.1%	+$117	0.07%	198
2022 Q3	$223K	Buy	+1,942	New	+$223K	0.07%	191