SWA

Sutton Wealth Advisors’s DTE Energy DTE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$10.8K	Buy	109 +1	+0.9%	+$99	0.01%	455
2023 Q2	$11.9K	Hold	108	–	–	0.01%	431
2023 Q1	$11.8K	Hold	108	–	–	0.01%	393
2022 Q4	$12.7K	Buy	108 +60	+125%	+$7.05K	﹤0.01%	854
2022 Q3	$5.52K	Hold	48	–	–	﹤0.01%	1053
2022 Q2	$6.08K	Hold	48	–	–	﹤0.01%	1034
2022 Q1	$6.35K	Buy	48 +10	+26%	+$1.32K	﹤0.01%	1053
2021 Q4	$4.54K	Hold	38	–	–	﹤0.01%	1085
2021 Q3	$4.25K	Hold	38	–	–	﹤0.01%	1080
2021 Q2	$4.93K	Hold	38	–	–	﹤0.01%	1048
2021 Q1	$5.06K	Hold	38	–	–	﹤0.01%	1013
2020 Q4	$4.61K	Buy	38 +5	+15%	+$607	﹤0.01%	999
2020 Q3	$3.8K	Buy	33 +5	+18%	+$575	﹤0.01%	987
2020 Q2	$3.01K	Hold	28	–	–	﹤0.01%	1005
2020 Q1	$2.66K	Buy	28 +4	+17%	+$380	﹤0.01%	988
2019 Q4	$3.12K	Hold	24	–	–	﹤0.01%	1006
2019 Q3	$3.19K	Hold	24	–	–	﹤0.01%	1001
2019 Q2	$3.07K	Hold	24	–	–	﹤0.01%	998
2019 Q1	$2.99K	Hold	24	–	–	﹤0.01%	999
2018 Q4	$2.65K	Hold	24	–	–	﹤0.01%	966
2018 Q3	$2.62K	Hold	24	–	–	﹤0.01%	974
2018 Q2	$2.49K	Hold	24	–	–	﹤0.01%	995
2018 Q1	$2.51K	Hold	24	–	–	﹤0.01%	991
2017 Q4	$2.63K	Hold	24	–	–	﹤0.01%	951
2017 Q3	$2.58K	Hold	24	–	–	﹤0.01%	934
2017 Q2	$2.54K	Hold	24	–	–	﹤0.01%	943
2017 Q1	$2.45K	Hold	24	–	–	﹤0.01%	923
2016 Q4	$2.36K	Hold	24	–	–	﹤0.01%	919
2016 Q3	$2.25K	Hold	24	–	–	﹤0.01%	914
2016 Q2	$2.38K	Hold	24	–	–	﹤0.01%	872
2016 Q1	$2.18K	Buy	+24	New	+$2.18K	﹤0.01%	869