Pathstone Family Office’s DTE Energy DTE Stock Holding History

Pathstone Family Office’s Portfolio DTE Stock Details DTE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$659K	Buy
2023 Q2	$254K	Buy
2023 Q1	$214K	Sell
2022 Q4	$851K	Buy
2022 Q3	$760K	Buy
2021 Q1	–	Sell
2020 Q4	$45K	Buy
2014 Q4	–	Sell
2014 Q3	$8K	Buy