Rowland Carmichael Advisors’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-4,174
Closed -$350K 295
2016
Q4
$350K Buy
4,174
+118
+3% +$9.9K 0.21% 150
2016
Q3
$323K Buy
4,056
+235
+6% +$18.7K 0.21% 147
2016
Q2
$322K Buy
+3,821
New +$322K 0.2% 147