Kavar Capital Partners Group’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,526
Closed -$496K 150
2023
Q1
$496K Sell
4,526
-150
-3% -$16.4K 0.11% 105
2022
Q4
$550K Buy
+4,676
New +$550K 0.13% 92