1 North Wealth Services’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31K | Hold |
25
| – | – | ﹤0.01% | 209 |
|
|
2025
Q1 | $3.46K | Buy |
+25
| New | +$3.46K | ﹤0.01% | 208 |
|
|
2019
Q4 | $26K | Hold |
235
| – | – | 0.02% | 130 |
|
|
2019
Q3 | $27K | Buy |
+235
| New | +$27K | 0.02% | 98 |
|
|
2019
Q1 | $25K | Sell |
235
-118
| -33% | -$12.6K | 0.02% | 93 |
|
|
2018
Q4 | $33K | Buy |
+353
| New | +$33K | 0.03% | 82 |
|