VisionPoint Advisory Group’s DTE Energy DTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-20,389	Closed	-$2.25M	–	127
2019 Q4	$2.25M	Buy	20,389 +2,092	+11%	+$231K	0.94%	29
2019 Q3	$2.06M	Buy	18,297 +1,613	+10%	+$182K	0.56%	31
2019 Q2	$1.82M	Buy	16,684 +990	+6%	+$108K	0.52%	32
2019 Q1	$1.67M	Buy	+15,694	New	+$1.67M	0.47%	39