Tarbox Family Office’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-33	Closed	-$4K	–	365
2022 Q1	$4K	Sell	33 -125	-79%	-$15.2K	﹤0.01%	582
2021 Q4	$19K	Hold	158	–	–	﹤0.01%	355
2021 Q3	$18K	Sell	158 -28	-15%	-$3.19K	﹤0.01%	387
2021 Q2	$20K	Hold	186	–	–	﹤0.01%	370
2021 Q1	$21K	Hold	186	–	–	﹤0.01%	311
2020 Q4	$19K	Hold	186	–	–	﹤0.01%	309
2020 Q3	$18K	Hold	186	–	–	﹤0.01%	295
2020 Q2	$17K	Sell	186 -43	-19%	-$3.93K	﹤0.01%	289
2020 Q1	$19K	Sell	229 -61	-21%	-$5.06K	0.01%	250
2019 Q4	$32K	Buy	290 +247	+574%	+$27.3K	0.01%	223
2019 Q3	$5K	Hold	43	–	–	﹤0.01%	454
2019 Q2	$5K	Buy	43 +24	+126%	+$2.79K	﹤0.01%	438
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	499
2018 Q4	$2K	Hold	19	–	–	﹤0.01%	478
2018 Q3	$2K	Hold	19	–	–	﹤0.01%	508
2018 Q2	$2K	Hold	19	–	–	﹤0.01%	492
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	501
2017 Q4	$2K	Hold	19	–	–	﹤0.01%	488
2017 Q3	$2K	Hold	19	–	–	﹤0.01%	484
2017 Q2	$2K	Hold	19	–	–	﹤0.01%	471
2017 Q1	$2K	Hold	19	–	–	﹤0.01%	472
2016 Q4	$2K	Hold	19	–	–	﹤0.01%	435
2016 Q3	$1K	Hold	19	–	–	﹤0.01%	483
2016 Q2	$2K	Hold	19	–	–	﹤0.01%	417
2016 Q1	$1K	Hold	19	–	–	﹤0.01%	495
2015 Q4	$1K	Sell	19 -1,199	-98%	-$63.1K	﹤0.01%	461
2015 Q3	$83K	Buy	1,218 +151	+14%	+$10.3K	0.08%	74
2015 Q2	$68K	Hold	1,067	–	–	0.06%	81
2015 Q1	$73K	Hold	1,067	–	–	0.06%	77
2014 Q4	$78K	Hold	1,067	–	–	0.07%	74
2014 Q3	$69K	Buy	1,067 +19	+2%	+$1.23K	0.06%	86
2014 Q2	$69K	Hold	1,048	–	–	0.06%	86
2014 Q1	$66K	Hold	1,048	–	–	0.06%	97
2013 Q4	$59K	Buy	+1,048	New	+$59K	0.05%	120