Milestone Investment Advisors’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-361
Closed -$35.8K 214
2023
Q3
$35.8K Buy
+361
New +$35.8K 0.01% 227
2023
Q2
Sell
-361
Closed -$39.5K 209
2023
Q1
$39.5K Buy
+361
New +$39.5K 0.01% 222