SPIA
DTP

Steward Partners Investment Advisory’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Steward Partners Investment Advisory’s Portfolio DTP Stock Details DTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
2022
Q3 		$559K Buy
2022
Q2 		$492K Buy
2022
Q1 		$425K Buy
2021
Q4 		$390K Buy
2021
Q3 		$3K Hold
2021
Q2 		$3K Buy