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Legacy Financial Advisors’s DTE Energy DTE Stock Holding History

Legacy Financial Advisors’s Portfolio DTE Stock Details DTE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-176
Closed -$22K – 328
2019
Q1 		$22K Buy
176
+30
+21% +$3.75K 0.01% 430
2018
Q4 		$16K Buy
+146
New +$16K 0.01% 452