Abound Wealth Management’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 | $1.59K | Hold |
12
| – | – | ﹤0.01% | 770 |
|
2025
Q1 | $1.66K | Hold |
12
| – | – | ﹤0.01% | 717 |
|
2024
Q4 | $1.45K | Hold |
12
| – | – | ﹤0.01% | 701 |
|
2024
Q3 | $1.54K | Hold |
12
| – | – | ﹤0.01% | 737 |
|
2024
Q2 | $1.33K | Hold |
12
| – | – | ﹤0.01% | 689 |
|
2024
Q1 | $1.35K | Hold |
12
| – | – | ﹤0.01% | 732 |
|
2023
Q4 | $1.32K | Sell |
12
-4
| -25% | -$441 | ﹤0.01% | 723 |
|
2023
Q3 | $1.59K | Buy |
16
+2
| +14% | +$199 | ﹤0.01% | 645 |
|
2023
Q2 | $1.54K | Buy |
14
+2
| +17% | +$220 | ﹤0.01% | 677 |
|
2023
Q1 | $1.32K | Hold |
12
| – | – | ﹤0.01% | 621 |
|
2022
Q4 | $1.41K | Hold |
12
| – | – | ﹤0.01% | 581 |
|
2022
Q3 | $1.38K | Buy |
+12
| New | +$1.38K | ﹤0.01% | 551 |
|