Surevest’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$17K	Hold	147	–	–	﹤0.01%	253
2022 Q2	$19K	Buy	147 +140	+2,000%	+$18.1K	0.01%	268
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	448
2021 Q4	$1K	Buy	+7	New	+$1K	﹤0.01%	460