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Pinion Investment Advisors’s DTE Energy DTE Stock Holding History

Pinion Investment Advisors’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,860
Closed -$209K – 145
2024
Q1 		$209K Sell
1,860
-350
-16% -$39.2K 0.11% 143
2023
Q4 		$244K Buy
+2,210
New +$244K 0.15% 132