JWM
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Jeppson Wealth Management’s DTE Energy DTE Stock Holding History

Jeppson Wealth Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-470
Closed -$46K – 212
2020
Q3 		$46K Buy
+470
New +$46K 0.04% 229