LifePlan Financial Group’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	$561K	Hold	5,727	–	–	0.24%	73
2020 Q2	$524K	Hold	5,727	–	–	0.24%	72
2020 Q1	$463K	Buy	5,727 +220	+4%	+$17.8K	0.25%	69
2019 Q4	$609K	Hold	5,507	–	–	0.27%	67
2019 Q3	$623K	Hold	5,507	–	–	0.29%	64
2019 Q2	$599K	Hold	5,507	–	–	0.29%	63
2019 Q1	$585K	Hold	5,507	–	–	0.31%	59
2018 Q4	$517K	Hold	5,507	–	–	0.32%	56
2018 Q3	$511K	Hold	5,507	–	–	0.28%	61
2018 Q2	$486K	Hold	5,507	–	–	0.27%	61
2018 Q1	$489K	Hold	5,507	–	–	0.29%	59
2017 Q4	$503K	Hold	5,507	–	–	0.32%	59
2017 Q3	$503K	Sell	5,507 -359	-6%	-$32.8K	0.32%	59
2017 Q2	$528K	Hold	5,866	–	–	0.36%	58
2017 Q1	$510K	Buy	5,866 +606	+12%	+$52.7K	0.35%	60
2016 Q4	$441K	Hold	5,260	–	–	0.31%	72
2016 Q3	$419K	Hold	5,260	–	–	0.29%	64
2016 Q2	$444K	Hold	5,260	–	–	0.31%	59
2016 Q1	$406K	Hold	5,260	–	–	0.29%	57
2015 Q4	$359K	Hold	5,260	–	–	0.26%	63
2015 Q3	$360K	Hold	5,260	–	–	0.26%	63
2015 Q2	$334K	Buy	5,260 +622	+13%	+$39.5K	0.22%	74
2015 Q1	$318K	Hold	4,638	–	–	0.21%	55
2014 Q4	$341K	Buy	4,638 +778	+20%	+$57.2K	0.23%	51
2014 Q3	$250K	Buy	+3,860	New	+$250K	0.21%	56
2014 Q2	–	Sell	-2,779	Closed	-$176K	–	101
2014 Q1	$176K	Hold	2,779	–	–	0.14%	68
2013 Q4	$157K	Buy	2,779 +1,645	+145%	+$92.9K	0.11%	70
2013 Q3	$64K	Buy	1,134 +1,110	+4,625%	+$62.6K	0.05%	98
2013 Q2	$1K	Buy	+24	New	+$1K	﹤0.01%	184