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Regent Peak Wealth Advisors’s DTE Energy DTE Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-204
Closed -$21K – 367
2020
Q4 		$21K Buy
+204
New +$21K 0.01% 444