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Lugano Financial Advisors SA (LFA)’s DTE Energy DTE Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio DTE Stock Details DTE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,082
Closed -$121K – 174
2024
Q1 		$121K Hold
1,082
– – 0.09% 95
2023
Q4 		$119K Hold
1,082
– – 0.09% 80
2023
Q3 		$107K Buy
+1,082
New +$107K 0.09% 86