AWM
Affinity Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
2,459
| – | – | 0.05% | 75 |
|
|
2025
Q1 | $340K | Hold |
2,459
| – | – | 0.06% | 68 |
|
|
2024
Q4 | $297K | Hold |
2,459
| – | – | 0.05% | 77 |
|
|
2024
Q3 | $316K | Hold |
2,459
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $273K | Hold |
2,459
| – | – | 0.05% | 85 |
|
|
2024
Q1 | $276K | Hold |
2,459
| – | – | 0.05% | 87 |
|
|
2023
Q4 | $271K | Hold |
2,459
| – | – | 0.06% | 85 |
|
|
2023
Q3 | $244K | Hold |
2,459
| – | – | 0.06% | 87 |
|
|
2023
Q2 | $271K | Hold |
2,459
| – | – | 0.06% | 82 |
|
|
2023
Q1 | $269K | Hold |
2,459
| – | – | 0.06% | 90 |
|
|
2022
Q4 | $289K | Hold |
2,459
| – | – | 0.07% | 77 |
|
|
2022
Q3 | $283K | Hold |
2,459
| – | – | 0.07% | 74 |
|
|
2022
Q2 | $305K | Hold |
2,459
| – | – | 0.07% | 73 |
|
|
2022
Q1 | $338K | Hold |
2,459
| – | – | 0.07% | 73 |
|
|
2021
Q4 | $293K | Buy |
2,459
+17
| +0.7% | +$2.03K | 0.06% | 91 |
|
|
2021
Q3 | $274K | Hold |
2,442
| – | – | 0.05% | 96 |
|
|
2021
Q2 | $281K | Buy |
2,442
+23
| +1% | +$2.65K | 0.06% | 82 |
|
|
2021
Q1 | $340K | Buy |
2,419
+19
| +0.8% | +$2.67K | 0.07% | 69 |
|
|
2020
Q4 | $290K | Buy |
+2,400
| New | +$290K | 0.06% | 73 |
|