SIP

Stoneridge Investment Partners’s DTE Energy DTE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-7,562	Closed	-$813K	–	116
2020 Q2	$813K	Sell	7,562 -1,200	-14%	-$129K	0.34%	77
2020 Q1	$832K	Hold	8,762	–	–	0.37%	69
2019 Q4	$1.14M	Buy	+8,762	New	+$1.14M	0.38%	83