Kaizen Advisory’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$53K Buy
565
+127
+29% +$11.9K 0.04% 316
2018
Q3
$41K Hold
438
0.02% 377
2018
Q2
$39K Buy
438
+235
+116% +$20.9K 0.02% 378
2018
Q1
$18K Hold
203
0.02% 352
2017
Q4
$19K Buy
+203
New +$19K 0.01% 338