Marietta Investment Partners’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,455
Closed -$382K 131
2019
Q4
$382K Sell
3,455
-9,740
-74% -$1.08M 0.12% 116
2019
Q3
$1.49M Buy
13,195
+716
+6% +$81K 0.51% 50
2019
Q2
$1.36M Buy
+12,479
New +$1.36M 0.45% 59