Ullmann Wealth Partners Group’s DTE Energy DTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-2,617
Closed -$284K 67
2019
Q2
$284K Hold
2,617
0.18% 52
2019
Q1
$278K Hold
2,617
0.18% 52
2018
Q4
$246K Buy
+2,617
New +$246K 0.18% 49